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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 | $84,852 | $49,024+73.1% | $112,860-24.8% | $87,485-3.0% |
| Participation rate | 57.4% | 62.2%-4.8pp | 66.3%-8.9pp | 68.9%-11.5pp |
| Annual return | 11.98% | 43.86%-31.9pp | 35.26%-23.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,200 | $1,290-7.0% | $2,206-45.6% | $2,596-53.8% |
| Participant deferral / active EE | $2,540 | $2,209+15.0% | $3,493-27.3% | $4,274-40.6% |
| Admin fee / account holder | $24,778 | $6,266+295.5% | $6,841+262.2% | $7,775+218.7% |