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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 | $85,910 | $58,848+46.0% | $88,179-2.6% | $82,637+4.0% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.1%-2.5pp | 68.1%-1.4pp |
| Annual return | 10.57% | 22.76%-12.2pp | 64.97%-54.4pp | 53.51%-42.9pp |
| Employer contribution / active EE | $3,515 | $1,678+109.4% | $2,549+37.9% | $2,552+37.7% |
| Participant deferral / active EE | $5,165 | $3,124+65.3% | $4,614+11.9% | $4,126+25.2% |
| Admin fee / account holder | $7,425 | $4,795+54.8% | $7,673-3.2% | $7,339+1.2% |