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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 | $113,794 | $49,255+131.0% | $70,494+61.4% | $79,856+42.5% |
| Participation rate | 61.5% | 69.2%-7.6pp | 75.1%-13.5pp | 69.6%-8.1pp |
| Annual return | 4.78% | 30.10%-25.3pp | 109.16%-104.4pp | 31.71%-26.9pp |
| Employer contribution / active EE | $4,011 | $2,100+91.0% | $2,738+46.5% | $2,471+62.3% |
| Participant deferral / active EE | $3,879 | $2,768+40.1% | $3,711+4.5% | $3,741+3.7% |
| Admin fee / account holder | $2,494 | $2,879-13.4% | $3,848-35.2% | $5,306-53.0% |