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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 | $81,090 | $56,438+43.7% | $76,872+5.5% | $71,511+13.4% |
| Participation rate | 54.6% | 64.3%-9.7pp | 69.6%-15.0pp | 67.9%-13.3pp |
| Annual return | 10.22% | 19.05%-8.8pp | 37.90%-27.7pp | 28.86%-18.6pp |
| Employer contribution / active EE | $2,506 | $1,864+34.5% | $2,533-1.1% | $2,589-3.2% |
| Participant deferral / active EE | $3,258 | $3,136+3.9% | $3,832-15.0% | $4,291-24.1% |
| Admin fee / account holder | $9,602 | $1,430+571.3% | $5,476+75.3% | $1,588+504.5% |