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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,784 | $71,215+55.6% | $93,696+18.2% | $80,935+36.9% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 8.98% | 11.27%-2.3pp | 133.74%-124.8pp | 35.66%-26.7pp |
| Employer contribution / active EE | $956 | $1,565-38.9% | $2,422-60.5% | $2,757-65.3% |
| Participant deferral / active EE | $3,842 | $4,037-4.8% | $4,417-13.0% | $4,299-10.6% |
| Admin fee / account holder | $2,211 | $6,958-68.2% | $8,287-73.3% | $6,924-68.1% |