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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 | $93,256 | $62,672+48.8% | $185,117-49.6% | $70,126+33.0% |
| Participation rate | 60.8% | 63.8%-3.0pp | 77.3%-16.5pp | 69.5%-8.8pp |
| Annual return | 9.59% | 40.79%-31.2pp | 40.50%-30.9pp | 73.15%-63.6pp |
| Employer contribution / active EE | $4,644 | $1,753+164.9% | $4,182+11.1% | $2,343+98.3% |
| Participant deferral / active EE | $2,770 | $3,272-15.3% | $5,045-45.1% | $3,332-16.9% |
| Admin fee / account holder | $2,927 | $3,932-25.6% | $8,159-64.1% | $4,645-37.0% |