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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 | $129,274 | $94,031+37.5% | $115,768+11.7% | $82,448+56.8% |
| Participation rate | 67.7% | 70.4%-2.7pp | 74.4%-6.7pp | 68.1%-0.3pp |
| Annual return | 11.22% | 20.61%-9.4pp | 100.46%-89.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $722 | $2,323-68.9% | $2,940-75.4% | $2,551-71.7% |
| Participant deferral / active EE | $4,269 | $3,972+7.5% | $4,917-13.2% | $4,139+3.1% |
| Admin fee / account holder | $10,917 | $10,249+6.5% | $12,439-12.2% | $7,234+50.9% |