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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 | $85,640 | $46,599+83.8% | $64,101+33.6% | $75,173+13.9% |
| Participation rate | 51.5% | 65.9%-14.4pp | 72.3%-20.8pp | 67.2%-15.7pp |
| Annual return | 10.66% | 26.06%-15.4pp | 33.72%-23.1pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,211 | $1,975-38.7% | $2,749-55.9% | $2,671-54.6% |
| Participant deferral / active EE | $3,597 | $2,837+26.8% | $3,881-7.3% | $4,126-12.8% |
| Admin fee / account holder | $2,619 | $2,956-11.4% | $3,070-14.7% | $5,651-53.6% |