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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 | $116,163 | $71,215+63.1% | $93,696+24.0% | $80,935+43.5% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.6pp | 67.7%-5.5pp |
| Annual return | 8.79% | 11.27%-2.5pp | 133.74%-125.0pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,013 | $1,565-35.3% | $2,422-58.2% | $2,757-63.3% |
| Participant deferral / active EE | $6,872 | $4,037+70.2% | $4,417+55.6% | $4,299+59.8% |
| Admin fee / account holder | $19,190 | $6,958+175.8% | $8,287+131.6% | $6,924+177.1% |