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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 | $120,446 | $71,230+69.1% | $93,727+28.5% | $80,959+48.8% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.7%+0.3pp |
| Annual return | 8.80% | 11.26%-2.5pp | 133.83%-125.0pp | 35.67%-26.9pp |
| Employer contribution / active EE | $983 | $1,565-37.2% | $2,421-59.4% | $2,757-64.3% |
| Participant deferral / active EE | $2,730 | $4,037-32.4% | $4,417-38.2% | $4,300-36.5% |
| Admin fee / account holder | $8,104 | $6,961+16.4% | $8,292-2.3% | $6,925+17.0% |