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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 | $102,272 | $72,486+41.1% | $87,103+17.4% | $72,976+40.1% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.5pp |
| Annual return | 14.99% | 24.46%-9.5pp | 28.19%-13.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $775 | $1,894-59.1% | $2,521-69.3% | $2,440-68.2% |
| Participant deferral / active EE | $4,983 | $3,270+52.4% | $4,049+23.1% | $3,608+38.1% |
| Admin fee / account holder | $555 | $5,055-89.0% | $7,491-92.6% | $5,124-89.2% |