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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 | $87,378 | $43,075+102.9% | $74,577+17.2% | $62,881+39.0% |
| Participation rate | 65.1% | 58.1%+7.0pp | 68.1%-3.1pp | 69.3%-4.2pp |
| Annual return | 3.93% | 17.50%-13.6pp | 20.47%-16.5pp | 20.14%-16.2pp |
| Employer contribution / active EE | $853 | $1,498-43.0% | $2,525-66.2% | $2,281-62.6% |
| Participant deferral / active EE | $4,235 | $2,389+77.2% | $3,458+22.5% | $3,203+32.2% |
| Admin fee / account holder | $4,701 | $2,840+65.5% | $4,138+13.6% | $4,296+9.4% |