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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 | $85,454 | $56,054+52.5% | $171,082-50.1% | $62,881+35.9% |
| Participation rate | 54.2% | 62.9%-8.7pp | 76.7%-22.5pp | 69.3%-15.1pp |
| Annual return | 4.37% | 22.52%-18.2pp | 32.56%-28.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,722 | $1,731+57.2% | $4,002-32.0% | $2,281+19.3% |
| Participant deferral / active EE | $4,157 | $3,158+31.6% | $4,797-13.3% | $3,203+29.8% |
| Admin fee / account holder | $18,286 | $3,647+401.4% | $8,520+114.6% | $4,296+325.7% |