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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 | $74,231 | $58,057+27.9% | $97,032-23.5% | $86,983-14.7% |
| Participation rate | 48.7% | 60.4%-11.6pp | 71.6%-22.8pp | 69.5%-20.8pp |
| Annual return | 12.38% | 22.26%-9.9pp | 35.38%-23.0pp | 25.83%-13.4pp |
| Employer contribution / active EE | $2,009 | $1,663+20.8% | $2,629-23.6% | $2,584-22.3% |
| Participant deferral / active EE | $3,536 | $3,244+9.0% | $4,672-24.3% | $4,194-15.7% |
| Admin fee / account holder | $1,407 | $4,839-70.9% | $9,418-85.1% | $7,856-82.1% |