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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 | $109,442 | $68,681+59.3% | $86,615+26.4% | $85,847+27.5% |
| Participation rate | 65.7% | 66.4%-0.6pp | 71.6%-5.9pp | 69.3%-3.6pp |
| Annual return | 10.55% | 20.12%-9.6pp | 63.51%-53.0pp | 318.61%-308.1pp |
| Employer contribution / active EE | $842 | $1,880-55.2% | $2,496-66.2% | $2,565-67.2% |
| Participant deferral / active EE | $3,734 | $2,919+27.9% | $3,699+0.9% | $3,952-5.5% |
| Admin fee / account holder | $6,386 | $5,974+6.9% | $5,830+9.5% | $6,261+2.0% |