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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 | $66,300 | $58,057+14.2% | $97,032-31.7% | $86,983-23.8% |
| Participation rate | 23.6% | 60.4%-36.7pp | 71.6%-47.9pp | 69.5%-45.9pp |
| Annual return | 12.31% | 22.26%-10.0pp | 35.38%-23.1pp | 25.83%-13.5pp |
| Employer contribution / active EE | $1,427 | $1,663-14.2% | $2,629-45.7% | $2,584-44.8% |
| Participant deferral / active EE | $3,469 | $3,244+6.9% | $4,672-25.8% | $4,194-17.3% |
| Admin fee / account holder | $6,208 | $4,839+28.3% | $9,418-34.1% | $7,856-21.0% |