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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 | $67,188 | $46,877+43.3% | $122,354-45.1% | $70,126-4.2% |
| Participation rate | 48.5% | 58.2%-9.7pp | 71.6%-23.2pp | 69.5%-21.1pp |
| Annual return | 9.12% | 24.22%-15.1pp | 30.28%-21.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,441 | $1,288+11.8% | $4,051-64.4% | $2,343-38.5% |
| Participant deferral / active EE | $2,184 | $2,167+0.8% | $3,287-33.6% | $3,332-34.5% |
| Admin fee / account holder | $2,851 | $3,324-14.2% | $5,479-48.0% | $4,645-38.6% |