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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 | $130,845 | $65,041+101.2% | $90,965+43.8% | $79,858+63.8% |
| Participation rate | 68.4% | 61.6%+6.8pp | 69.0%-0.6pp | 69.6%-1.2pp |
| Annual return | 9.33% | 30.45%-21.1pp | 134.57%-125.2pp | 31.72%-22.4pp |
| Employer contribution / active EE | $795 | $1,247-36.2% | $2,122-62.5% | $2,471-67.8% |
| Participant deferral / active EE | $3,835 | $2,512+52.7% | $3,373+13.7% | $3,740+2.5% |
| Admin fee / account holder | $25,884 | $4,536+470.6% | $5,960+334.3% | $5,306+387.8% |