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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 | $85,759 | $56,054+53.0% | $171,082-49.9% | $62,881+36.4% |
| Participation rate | 65.0% | 62.9%+2.1pp | 76.7%-11.7pp | 69.3%-4.3pp |
| Annual return | 4.51% | 22.52%-18.0pp | 32.56%-28.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,354 | $1,731-21.8% | $4,002-66.2% | $2,281-40.6% |
| Participant deferral / active EE | $3,774 | $3,158+19.5% | $4,797-21.3% | $3,203+17.8% |
| Admin fee / account holder | $21,498 | $3,647+489.5% | $8,520+152.3% | $4,296+400.4% |