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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 | $77,552 | $57,590+34.7% | $86,233-10.1% | $82,448-5.9% |
| Participation rate | 69.2% | 57.9%+11.4pp | 69.0%+0.2pp | 68.1%+1.2pp |
| Annual return | 10.82% | 22.41%-11.6pp | 61.39%-50.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,905 | $1,655+15.1% | $2,504-24.0% | $2,551-25.3% |
| Participant deferral / active EE | $4,918 | $3,080+59.7% | $4,559+7.9% | $4,139+18.8% |
| Admin fee / account holder | $6,703 | $4,730+41.7% | $8,342-19.7% | $7,234-7.4% |