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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 | $57,800 | $51,207+12.9% | $70,565-18.1% | $75,177-23.1% |
| Participation rate | 68.6% | 61.0%+7.6pp | 68.4%+0.2pp | 67.2%+1.4pp |
| Annual return | 11.90% | 30.05%-18.1pp | 32.79%-20.9pp | 160.75%-148.8pp |
| Employer contribution / active EE | $2,159 | $1,826+18.2% | $2,976-27.4% | $2,671-19.2% |
| Participant deferral / active EE | $4,676 | $2,850+64.1% | $4,568+2.4% | $4,126+13.3% |
| Admin fee / account holder | $1,249 | $4,097-69.5% | $6,430-80.6% | $5,651-77.9% |