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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 | $96,028 | $46,877+104.8% | $122,354-21.5% | $70,126+36.9% |
| Participation rate | 55.9% | 58.2%-2.3pp | 71.6%-15.7pp | 69.5%-13.6pp |
| Annual return | 12.13% | 24.22%-12.1pp | 30.28%-18.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,538 | $1,288+19.4% | $4,051-62.0% | $2,343-34.3% |
| Participant deferral / active EE | $2,720 | $2,167+25.5% | $3,287-17.2% | $3,332-18.3% |
| Admin fee / account holder | $2,518 | $3,324-24.2% | $5,479-54.0% | $4,645-45.8% |