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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 | $141,015 | $52,380+169.2% | $98,864+42.6% | $85,851+64.3% |
| Participation rate | 58.6% | 58.0%+0.7pp | 65.7%-7.1pp | 69.3%-10.7pp |
| Annual return | 10.65% | 25.82%-15.2pp | 50.03%-39.4pp | 318.63%-308.0pp |
| Employer contribution / active EE | $1,396 | $1,337+4.4% | $2,070-32.5% | $2,565-45.6% |
| Participant deferral / active EE | $3,323 | $2,101+58.1% | $3,037+9.4% | $3,952-15.9% |
| Admin fee / account holder | $7,436 | $3,865+92.4% | $4,080+82.3% | $6,261+18.8% |