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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 | $94,591 | $71,197+32.9% | $93,669+1.0% | $80,925+16.9% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.7%-6.9pp |
| Annual return | 7.42% | 11.27%-3.9pp | 133.59%-126.2pp | 35.65%-28.2pp |
| Employer contribution / active EE | $3,348 | $1,565+114.0% | $2,424+38.1% | $2,756+21.5% |
| Participant deferral / active EE | $8,317 | $4,036+106.1% | $4,416+88.4% | $4,299+93.5% |
| Admin fee / account holder | $3,242 | $6,959-53.4% | $8,291-60.9% | $6,940-53.3% |