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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 | $85,169 | $64,920+31.2% | $103,693-17.9% | $86,983-2.1% |
| Participation rate | 68.8% | 63.6%+5.2pp | 72.6%-3.9pp | 69.5%-0.8pp |
| Annual return | 9.18% | 30.29%-21.1pp | 47.61%-38.4pp | 25.83%-16.7pp |
| Employer contribution / active EE | $2,218 | $2,141+3.6% | $2,920-24.0% | $2,584-14.2% |
| Participant deferral / active EE | $3,451 | $3,241+6.5% | $4,579-24.6% | $4,194-17.7% |
| Admin fee / account holder | $30,801 | $6,191+397.5% | $7,858+292.0% | $7,856+292.1% |