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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 | $82,002 | $53,774+52.5% | $134,162-38.9% | $79,856+2.7% |
| Participation rate | 69.2% | 58.8%+10.5pp | 72.2%-3.0pp | 69.6%-0.4pp |
| Annual return | 10.20% | 19.01%-8.8pp | 36.35%-26.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,709 | $1,322+29.4% | $3,705-53.9% | $2,471-30.8% |
| Participant deferral / active EE | $3,516 | $2,420+45.3% | $3,500+0.5% | $3,741-6.0% |
| Admin fee / account holder | $655 | $3,985-83.6% | $6,685-90.2% | $5,306-87.6% |