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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 | $88,992 | $72,027+23.6% | $185,861-52.1% | $79,856+11.4% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 6.35% | 23.13%-16.8pp | 35.96%-29.6pp | 31.71%-25.4pp |
| Employer contribution / active EE | $901 | $1,965-54.1% | $4,088-78.0% | $2,471-63.5% |
| Participant deferral / active EE | $5,806 | $3,780+53.6% | $5,634+3.1% | $3,741+55.2% |
| Admin fee / account holder | $51,014 | $4,513+1030.4% | $9,503+436.8% | $5,306+861.4% |