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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 | $52,346 | $51,202+2.2% | $70,548-25.8% | $75,181-30.4% |
| Participation rate | 58.0% | 61.0%-3.0pp | 68.3%-10.4pp | 67.2%-9.2pp |
| Annual return | 7.85% | 30.05%-22.2pp | 32.78%-24.9pp | 160.69%-152.8pp |
| Employer contribution / active EE | $1,471 | $1,827-19.5% | $2,975-50.6% | $2,671-44.9% |
| Participant deferral / active EE | $2,961 | $2,850+3.9% | $4,567-35.2% | $4,126-28.2% |
| Admin fee / account holder | $14,313 | $4,094+249.6% | $6,424+122.8% | $5,650+153.3% |