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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 | $87,562 | $76,407+14.6% | $150,298-41.7% | $82,448+6.2% |
| Participation rate | 65.6% | 66.4%-0.8pp | 77.8%-12.2pp | 68.1%-2.5pp |
| Annual return | 12.21% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,629 | $2,614-37.7% | $4,154-60.8% | $2,551-36.2% |
| Participant deferral / active EE | $3,681 | $3,214+14.5% | $5,453-32.5% | $4,139-11.1% |
| Admin fee / account holder | $3,164 | $6,352-50.2% | $14,116-77.6% | $7,234-56.3% |