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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 | $58,848+12.7% | $88,179-24.8% | $82,637-19.8% |
| Participation rate | 23.6% | 57.9%-34.3pp | 69.1%-45.5pp | 68.1%-44.4pp |
| Annual return | 12.31% | 22.76%-10.5pp | 64.97%-52.7pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,427 | $1,678-15.0% | $2,549-44.0% | $2,552-44.1% |
| Participant deferral / active EE | $3,469 | $3,124+11.1% | $4,614-24.8% | $4,126-15.9% |
| Admin fee / account holder | $6,208 | $4,795+29.5% | $7,673-19.1% | $7,339-15.4% |