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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 | $74,032 | $56,054+32.1% | $171,082-56.7% | $62,881+17.7% |
| Participation rate | 66.7% | 62.9%+3.8pp | 76.7%-10.0pp | 69.3%-2.6pp |
| Annual return | 4.17% | 22.52%-18.3pp | 32.56%-28.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $596 | $1,731-65.6% | $4,002-85.1% | $2,281-73.9% |
| Participant deferral / active EE | $1,938 | $3,158-38.6% | $4,797-59.6% | $3,203-39.5% |
| Admin fee / account holder | $3,720 | $3,647+2.0% | $8,520-56.3% | $4,296-13.4% |