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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 | $81,767 | $48,364+69.1% | $71,796+13.9% | $62,881+30.0% |
| Participation rate | 67.9% | 60.6%+7.2pp | 69.1%-1.3pp | 69.3%-1.4pp |
| Annual return | 4.46% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $710 | $1,042-31.8% | $1,924-63.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,929 | $2,091-7.8% | $2,794-31.0% | $3,203-39.8% |
| Admin fee / account holder | $5,325 | $3,771+41.2% | $4,815+10.6% | $4,296+24.0% |