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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 | $70,525 | $57,061+23.6% | $85,063-17.1% | $80,911-12.8% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 8.96% | 21.66%-12.7pp | 66.54%-57.6pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,456 | $1,799-19.1% | $2,727-46.6% | $2,756-47.2% |
| Participant deferral / active EE | $2,519 | $3,110-19.0% | $4,523-44.3% | $4,297-41.4% |
| Admin fee / account holder | $2,445 | $4,986-51.0% | $6,155-60.3% | $6,935-64.7% |