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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 | $129,587 | $99,875+29.7% | $146,866-11.8% | $86,983+49.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 3.91% | 28.10%-24.2pp | 102.85%-98.9pp | 25.83%-21.9pp |
| Employer contribution / active EE | $2,261 | $3,224-29.9% | $4,425-48.9% | $2,584-12.5% |
| Participant deferral / active EE | $7,115 | $6,322+12.5% | $7,759-8.3% | $4,194+69.7% |
| Admin fee / account holder | $4,929 | $7,838-37.1% | $13,620-63.8% | $7,856-37.3% |