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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 | $121,428 | $57,590+110.8% | $86,233+40.8% | $82,448+47.3% |
| Participation rate | 60.7% | 57.9%+2.8pp | 69.0%-8.3pp | 68.1%-7.4pp |
| Annual return | 13.08% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,063 | $1,655+85.0% | $2,504+22.3% | $2,551+20.1% |
| Participant deferral / active EE | $7,691 | $3,080+149.7% | $4,559+68.7% | $4,139+85.8% |
| Admin fee / account holder | $9,637 | $4,730+103.7% | $8,342+15.5% | $7,234+33.2% |