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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 | $72,938 | $61,356+18.9% | $149,696-51.3% | $71,511+2.0% |
| Participation rate | 62.7% | 62.5%+0.2pp | 78.8%-16.0pp | 67.9%-5.2pp |
| Annual return | 9.76% | 35.86%-26.1pp | 134.46%-124.7pp | 28.86%-19.1pp |
| Employer contribution / active EE | $1,498 | $2,382-37.1% | $4,821-68.9% | $2,589-42.1% |
| Participant deferral / active EE | $3,069 | $2,920+5.1% | $5,682-46.0% | $4,291-28.5% |
| Admin fee / account holder | $5,095 | $1,263+303.4% | $13,212-61.4% | $1,588+220.8% |