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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 | $111,507 | $25,014+345.8% | $69,632+60.1% | $80,959+37.7% |
| Participation rate | 64.5% | 64.2%+0.3pp | 66.4%-1.9pp | 67.7%-3.2pp |
| Annual return | 7.97% | 19.08%-11.1pp | 101.32%-93.4pp | 35.67%-27.7pp |
| Employer contribution / active EE | $806 | $991-18.7% | $1,708-52.8% | $2,757-70.8% |
| Participant deferral / active EE | $2,708 | $1,840+47.2% | $2,889-6.3% | $4,300-37.0% |
| Admin fee / account holder | $28,876 | $2,491+1059.2% | $4,695+515.0% | $6,925+317.0% |