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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 | $75,155 | $67,894+10.7% | $89,340-15.9% | $82,448-8.8% |
| Participation rate | 42.3% | 64.0%-21.8pp | 69.6%-27.3pp | 68.1%-25.8pp |
| Annual return | 11.52% | 19.21%-7.7pp | 20.57%-9.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,438 | $1,828-21.3% | $2,231-35.5% | $2,551-43.6% |
| Participant deferral / active EE | $2,938 | $3,072-4.4% | $3,823-23.2% | $4,139-29.0% |
| Admin fee / account holder | $34,532 | $5,723+503.4% | $6,704+415.1% | $7,234+377.3% |