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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 | $132,194 | $81,476+62.2% | $102,383+29.1% | $80,925+63.4% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.7%-0.1pp |
| Annual return | 10.36% | 25.59%-15.2pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $3,186 | $3,105+2.6% | $3,870-17.7% | $2,756+15.6% |
| Participant deferral / active EE | $6,970 | $3,871+80.1% | $5,060+37.8% | $4,299+62.2% |
| Admin fee / account holder | $3,423 | $6,717-49.1% | $8,391-59.2% | $6,940-50.7% |