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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 | $114,982 | $71,197+61.5% | $93,669+22.8% | $80,925+42.1% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 9.73% | 11.27%-1.5pp | 133.59%-123.9pp | 35.65%-25.9pp |
| Employer contribution / active EE | $877 | $1,565-43.9% | $2,424-63.8% | $2,756-68.2% |
| Participant deferral / active EE | $2,871 | $4,036-28.9% | $4,416-35.0% | $4,299-33.2% |
| Admin fee / account holder | $12,173 | $6,959+74.9% | $8,291+46.8% | $6,940+75.4% |