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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 | $78,056 | $65,395+19.4% | $182,540-57.2% | $72,975+7.0% |
| Participation rate | 68.3% | 65.4%+2.9pp | 78.0%-9.6pp | 69.5%-1.2pp |
| Annual return | 17.57% | 27.68%-10.1pp | 148.58%-131.0pp | 81.01%-63.4pp |
| Employer contribution / active EE | $445 | $1,911-76.7% | $4,076-89.1% | $2,440-81.7% |
| Participant deferral / active EE | $4,185 | $3,563+17.5% | $5,525-24.3% | $3,608+16.0% |
| Admin fee / account holder | $5,869 | $4,245+38.3% | $8,593-31.7% | $5,124+14.5% |