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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 | $104,438 | $71,197+46.7% | $93,669+11.5% | $80,925+29.1% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.4pp | 67.7%-8.3pp |
| Annual return | 4.90% | 11.27%-6.4pp | 133.59%-128.7pp | 35.65%-30.8pp |
| Employer contribution / active EE | $6,677 | $1,565+326.8% | $2,424+175.5% | $2,756+142.3% |
| Participant deferral / active EE | $1,314 | $4,036-67.4% | $4,416-70.2% | $4,299-69.4% |
| Admin fee / account holder | $10,133 | $6,959+45.6% | $8,291+22.2% | $6,940+46.0% |