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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 | $99,486 | $63,365+57.0% | $91,994+8.1% | $72,976+36.3% |
| Participation rate | 68.8% | 72.5%-3.8pp | 78.6%-9.9pp | 69.5%-0.7pp |
| Annual return | 15.92% | 35.35%-19.4pp | 69.04%-53.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $2,246 | $2,116+6.1% | $3,453-35.0% | $2,440-8.0% |
| Participant deferral / active EE | $2,890 | $4,883-40.8% | $5,924-51.2% | $3,608-19.9% |
| Admin fee / account holder | $17,634 | $4,670+277.6% | $7,744+127.7% | $5,124+244.1% |