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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 | $79,135 | $61,390+28.9% | $112,228-29.5% | $75,177+5.3% |
| Participation rate | 65.5% | 61.6%+3.9pp | 72.4%-6.9pp | 67.2%-1.7pp |
| Annual return | 11.98% | 28.47%-16.5pp | 30.23%-18.2pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,037 | $2,015-48.5% | $3,432-69.8% | $2,671-61.2% |
| Participant deferral / active EE | $1,810 | $3,108-41.8% | $4,800-62.3% | $4,126-56.1% |
| Admin fee / account holder | $8,153 | $4,862+67.7% | $7,752+5.2% | $5,651+44.3% |