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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 | $82,978 | $48,076+72.6% | $78,690+5.4% | $62,891+31.9% |
| Participation rate | 67.9% | 65.2%+2.6pp | 73.6%-5.7pp | 69.3%-1.4pp |
| Annual return | 4.39% | 31.35%-27.0pp | 62.18%-57.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,130 | $2,015-43.9% | $2,851-60.4% | $2,281-50.5% |
| Participant deferral / active EE | $3,113 | $2,588+20.3% | $3,517-11.5% | $3,203-2.8% |
| Admin fee / account holder | $27,881 | $3,207+769.3% | $4,511+518.1% | $4,296+549.1% |