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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 | $113,590 | $61,125+85.8% | $94,057+20.8% | $87,485+29.8% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.3%-9.3pp | 68.9%-4.9pp |
| Annual return | 3.15% | 35.20%-32.0pp | 480.62%-477.5pp | 26.06%-22.9pp |
| Employer contribution / active EE | $2,868 | $2,136+34.2% | $2,933-2.2% | $2,596+10.5% |
| Participant deferral / active EE | $4,449 | $3,260+36.5% | $4,709-5.5% | $4,274+4.1% |
| Admin fee / account holder | $11,644 | $5,629+106.9% | $7,244+60.7% | $7,775+49.8% |