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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 | $71,197+18.0% | $93,669-10.3% | $80,925+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 | 133.59%-125.0pp | 35.65%-27.1pp |
| Employer contribution / active EE | $3,049 | $1,565+94.9% | $2,424+25.8% | $2,756+10.6% |
| Participant deferral / active EE | $5,339 | $4,036+32.3% | $4,416+20.9% | $4,299+24.2% |
| Admin fee / account holder | $840 | $6,959-87.9% | $8,291-89.9% | $6,940-87.9% |