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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 | $115,118 | $70,430+63.4% | $96,572+19.2% | $85,851+34.1% |
| Participation rate | 68.1% | 61.8%+6.3pp | 69.8%-1.7pp | 69.3%-1.2pp |
| Annual return | 9.69% | 18.58%-8.9pp | 37.79%-28.1pp | 318.63%-308.9pp |
| Employer contribution / active EE | $2,446 | $1,413+73.1% | $2,357+3.8% | $2,565-4.7% |
| Participant deferral / active EE | $5,711 | $2,894+97.3% | $3,850+48.4% | $3,952+44.5% |
| Admin fee / account holder | $6,130 | $4,996+22.7% | $6,183-0.9% | $6,261-2.1% |