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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 | $102,919 | $51,207+101.0% | $70,565+45.8% | $75,177+36.9% |
| Participation rate | 65.6% | 61.0%+4.6pp | 68.4%-2.8pp | 67.2%-1.6pp |
| Annual return | 11.54% | 30.05%-18.5pp | 32.79%-21.3pp | 160.75%-149.2pp |
| Employer contribution / active EE | $897 | $1,826-50.9% | $2,976-69.8% | $2,671-66.4% |
| Participant deferral / active EE | $2,301 | $2,850-19.3% | $4,568-49.6% | $4,126-44.2% |
| Admin fee / account holder | $4,774 | $4,097+16.5% | $6,430-25.7% | $5,651-15.5% |