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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 | $106,710 | $73,787+44.6% | $98,716+8.1% | $82,448+29.4% |
| Participation rate | 62.2% | 61.4%+0.8pp | 69.3%-7.1pp | 68.1%-5.9pp |
| Annual return | 10.94% | 18.57%-7.6pp | 31.81%-20.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $4,225 | $1,511+179.6% | $2,279+85.4% | $2,551+65.6% |
| Participant deferral / active EE | $4,798 | $3,081+55.7% | $4,048+18.5% | $4,139+15.9% |
| Admin fee / account holder | $30,619 | $6,500+371.0% | $8,703+251.8% | $7,234+323.2% |