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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 | $82,853 | $52,580+57.6% | $71,671+15.6% | $70,124+18.2% |
| Participation rate | 68.5% | 60.9%+7.6pp | 68.7%-0.2pp | 69.5%-1.0pp |
| Annual return | 11.70% | 20.25%-8.6pp | 20.65%-9.0pp | 73.14%-61.4pp |
| Employer contribution / active EE | $926 | $1,616-42.7% | $2,460-62.4% | $2,342-60.5% |
| Participant deferral / active EE | $5,032 | $2,386+110.9% | $3,438+46.4% | $3,332+51.0% |
| Admin fee / account holder | $1,512 | $3,653-58.6% | $5,558-72.8% | $4,645-67.5% |