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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 | $73,478 | $52,836+39.1% | $105,736-30.5% | $64,173+14.5% |
| Participation rate | 57.1% | 66.5%-9.4pp | 76.3%-19.2pp | 69.6%-12.4pp |
| Annual return | -7.84% | 14.30%-22.1pp | 6.27%-14.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,089 | $1,827+123.8% | $3,268+25.1% | $2,381+71.8% |
| Participant deferral / active EE | $5,554 | $2,545+118.2% | $4,080+36.1% | $3,470+60.1% |
| Admin fee / account holder | $1,350 | $3,959-65.9% | $6,913-80.5% | $4,887-72.4% |