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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 | $95,473 | $48,078+98.6% | $78,676+21.3% | $62,881+51.8% |
| Participation rate | 68.3% | 65.2%+3.1pp | 73.6%-5.3pp | 69.3%-1.0pp |
| Annual return | 4.44% | 31.36%-26.9pp | 62.19%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $667 | $2,015-66.9% | $2,850-76.6% | $2,281-70.8% |
| Participant deferral / active EE | $2,929 | $2,587+13.2% | $3,517-16.7% | $3,203-8.5% |
| Admin fee / account holder | $7,890 | $3,206+146.1% | $4,510+74.9% | $4,296+83.7% |