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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 | $102,542 | $58,493+75.3% | $84,023+22.0% | $72,976+40.5% |
| Participation rate | 69.9% | 61.2%+8.6pp | 69.0%+0.8pp | 69.5%+0.4pp |
| Annual return | 12.79% | 28.93%-16.1pp | 71.32%-58.5pp | 81.02%-68.2pp |
| Employer contribution / active EE | $877 | $1,163-24.6% | $1,984-55.8% | $2,440-64.0% |
| Participant deferral / active EE | $3,182 | $2,394+32.9% | $3,239-1.8% | $3,608-11.8% |
| Admin fee / account holder | $761 | $4,569-83.3% | $6,102-87.5% | $5,124-85.1% |