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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 | $72,511 | $63,346+14.5% | $92,240-21.4% | $70,126+3.4% |
| Participation rate | 51.4% | 68.7%-17.2pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | 9.65% | 530.19%-520.5pp | 176.29%-166.6pp | 73.15%-63.5pp |
| Employer contribution / active EE | $1,588 | $2,471-35.8% | $3,680-56.9% | $2,343-32.2% |
| Participant deferral / active EE | $3,420 | $2,854+19.9% | $3,897-12.2% | $3,332+2.7% |
| Admin fee / account holder | $1,295 | $3,841-66.3% | $5,194-75.1% | $4,645-72.1% |