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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 | $99,973 | $65,246+53.2% | $98,716+1.3% | $67,986+47.0% |
| Participation rate | 67.2% | 51.4%+15.8pp | 69.3%-2.1pp | 57.2%+10.0pp |
| Annual return | 12.32% | 20.58%-8.3pp | 31.81%-19.5pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,127 | $1,042+8.2% | $2,279-50.5% | $2,019-44.2% |
| Participant deferral / active EE | $1,829 | $2,594-29.5% | $4,048-54.8% | $3,358-45.5% |
| Admin fee / account holder | $2,026 | $4,561-55.6% | $8,703-76.7% | $3,203-36.8% |