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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 | $89,611 | $65,395+37.0% | $182,540-50.9% | $72,975+22.8% |
| Participation rate | 61.2% | 65.4%-4.2pp | 78.0%-16.8pp | 69.5%-8.3pp |
| Annual return | 10.90% | 27.68%-16.8pp | 148.58%-137.7pp | 81.01%-70.1pp |
| Employer contribution / active EE | $3,401 | $1,911+77.9% | $4,076-16.6% | $2,440+39.4% |
| Participant deferral / active EE | $4,033 | $3,563+13.2% | $5,525-27.0% | $3,608+11.8% |
| Admin fee / account holder | $3,893 | $4,245-8.3% | $8,593-54.7% | $5,124-24.0% |