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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 | $103,692 | $56,894+82.3% | $84,753+22.3% | $62,881+64.9% |
| Participation rate | 69.0% | 68.5%+0.5pp | 76.6%-7.5pp | 69.3%-0.3pp |
| Annual return | 2.72% | 6.30%-3.6pp | 22.78%-20.1pp | 20.14%-17.4pp |
| Employer contribution / active EE | $2,262 | $2,400-5.7% | $3,574-36.7% | $2,281-0.8% |
| Participant deferral / active EE | $5,325 | $2,709+96.6% | $3,712+43.5% | $3,203+66.3% |
| Admin fee / account holder | $769 | $3,581-78.5% | $5,333-85.6% | $4,296-82.1% |