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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 | $55,625 | $56,054-0.8% | $171,082-67.5% | $62,881-11.5% |
| Participation rate | 69.7% | 62.9%+6.9pp | 76.7%-7.0pp | 69.3%+0.4pp |
| Annual return | 4.39% | 22.52%-18.1pp | 32.56%-28.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,425 | $1,731+40.1% | $4,002-39.4% | $2,281+6.3% |
| Participant deferral / active EE | $5,433 | $3,158+72.0% | $4,797+13.2% | $3,203+69.6% |
| Admin fee / account holder | $6,807 | $3,647+86.7% | $8,520-20.1% | $4,296+58.5% |