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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 | $138,754 | $71,208+94.9% | $93,681+48.1% | $80,911+71.5% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.1pp |
| Annual return | 8.00% | 11.27%-3.3pp | 133.47%-125.5pp | 35.63%-27.6pp |
| Employer contribution / active EE | $2,121 | $1,564+35.6% | $2,422-12.4% | $2,756-23.0% |
| Participant deferral / active EE | $5,112 | $4,035+26.7% | $4,415+15.8% | $4,297+19.0% |
| Admin fee / account holder | $1,189 | $6,951-82.9% | $8,290-85.7% | $6,935-82.9% |