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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 | $133,552 | $57,590+131.9% | $86,233+54.9% | $82,448+62.0% |
| Participation rate | 67.7% | 57.9%+9.9pp | 69.0%-1.3pp | 68.1%-0.3pp |
| Annual return | 12.45% | 22.41%-10.0pp | 61.39%-48.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,599 | $1,655-3.4% | $2,504-36.2% | $2,551-37.3% |
| Participant deferral / active EE | $3,712 | $3,080+20.5% | $4,559-18.6% | $4,139-10.3% |
| Admin fee / account holder | $27,636 | $4,730+484.2% | $8,342+231.3% | $7,234+282.0% |