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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 | $136,581 | $73,787+85.1% | $98,716+38.4% | $82,448+65.7% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 12.09% | 18.57%-6.5pp | 31.81%-19.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $916 | $1,511-39.4% | $2,279-59.8% | $2,551-64.1% |
| Participant deferral / active EE | $4,025 | $3,081+30.6% | $4,048-0.6% | $4,139-2.8% |
| Admin fee / account holder | $7,312 | $6,500+12.5% | $8,703-16.0% | $7,234+1.1% |