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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 | $80,675 | $54,541+47.9% | $78,778+2.4% | $70,126+15.0% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.2%-8.1pp | 69.5%-8.4pp |
| Annual return | 8.55% | 21.07%-12.5pp | 35.62%-27.1pp | 73.15%-64.6pp |
| Employer contribution / active EE | $326 | $1,089-70.1% | $1,986-83.6% | $2,343-86.1% |
| Participant deferral / active EE | $1,881 | $2,210-14.9% | $2,958-36.4% | $3,332-43.5% |
| Admin fee / account holder | $1,569 | $3,709-57.7% | $5,134-69.4% | $4,645-66.2% |