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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 | $95,691 | $72,027+32.9% | $185,861-48.5% | $79,856+19.8% |
| Participation rate | 57.4% | 65.8%-8.3pp | 78.0%-20.6pp | 69.6%-12.2pp |
| Annual return | 8.24% | 23.13%-14.9pp | 35.96%-27.7pp | 31.71%-23.5pp |
| Employer contribution / active EE | $3,443 | $1,965+75.2% | $4,088-15.8% | $2,471+39.3% |
| Participant deferral / active EE | $4,605 | $3,780+21.8% | $5,634-18.3% | $3,741+23.1% |
| Admin fee / account holder | $3,352 | $4,513-25.7% | $9,503-64.7% | $5,306-36.8% |