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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 | $66,242 | $53,774+23.2% | $134,162-50.6% | $79,856-17.0% |
| Participation rate | 60.0% | 58.8%+1.2pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | 8.41% | 19.01%-10.6pp | 36.35%-27.9pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,293 | $1,322-2.1% | $3,705-65.1% | $2,471-47.7% |
| Participant deferral / active EE | $3,450 | $2,420+42.6% | $3,500-1.4% | $3,741-7.8% |
| Admin fee / account holder | $21,646 | $3,985+443.2% | $6,685+223.8% | $5,306+307.9% |