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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 | $74,315 | $58,099+27.9% | $76,902-3.4% | $75,177-1.1% |
| Participation rate | 68.9% | 63.9%+5.0pp | 69.6%-0.7pp | 67.2%+1.7pp |
| Annual return | 9.63% | 26.71%-17.1pp | 37.91%-28.3pp | 160.75%-151.1pp |
| Employer contribution / active EE | $3,481 | $1,996+74.4% | $2,534+37.4% | $2,671+30.3% |
| Participant deferral / active EE | $3,481 | $2,999+16.1% | $3,833-9.2% | $4,126-15.6% |
| Admin fee / account holder | $3,218 | $4,778-32.6% | $5,479-41.3% | $5,651-43.1% |