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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 | $84,022 | $71,215+18.0% | $93,696-10.3% | $80,935+3.8% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 8.55% | 11.27%-2.7pp | 133.74%-125.2pp | 35.66%-27.1pp |
| Employer contribution / active EE | $3,049 | $1,565+94.8% | $2,422+25.9% | $2,757+10.6% |
| Participant deferral / active EE | $5,339 | $4,037+32.3% | $4,417+20.9% | $4,299+24.2% |
| Admin fee / account holder | $840 | $6,958-87.9% | $8,287-89.9% | $6,924-87.9% |