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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 | $97,648+32.4% | $121,663+6.3% | $87,485+47.8% |
| Participation rate | 67.7% | 70.5%-2.7pp | 74.5%-6.7pp | 68.9%-1.2pp |
| Annual return | 11.22% | 18.03%-6.8pp | 147.54%-136.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $722 | $2,300-68.6% | $3,020-76.1% | $2,596-72.2% |
| Participant deferral / active EE | $4,269 | $3,923+8.8% | $4,887-12.7% | $4,274-0.1% |
| Admin fee / account holder | $10,917 | $11,100-1.6% | $14,289-23.6% | $7,775+40.4% |