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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 | $110,458 | $70,418+56.9% | $96,570+14.4% | $85,847+28.7% |
| Participation rate | 63.6% | 61.8%+1.8pp | 69.8%-6.2pp | 69.3%-5.7pp |
| Annual return | 8.69% | 18.59%-9.9pp | 37.79%-29.1pp | 318.61%-309.9pp |
| Employer contribution / active EE | $2,057 | $1,413+45.6% | $2,357-12.7% | $2,565-19.8% |
| Participant deferral / active EE | $3,839 | $2,894+32.7% | $3,849-0.3% | $3,952-2.9% |
| Admin fee / account holder | $4,446 | $4,995-11.0% | $6,182-28.1% | $6,261-29.0% |