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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 | $114,127 | $73,787+54.7% | $98,716+15.6% | $82,448+38.4% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.3%-0.3pp | 68.1%+0.9pp |
| Annual return | 10.00% | 18.57%-8.6pp | 31.81%-21.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,319 | $1,511+53.4% | $2,279+1.8% | $2,551-9.1% |
| Participant deferral / active EE | $5,826 | $3,081+89.1% | $4,048+43.9% | $4,139+40.8% |
| Admin fee / account holder | $24,610 | $6,500+278.6% | $8,703+182.8% | $7,234+240.2% |