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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 | $72,289 | $93,598-22.8% | $135,974-46.8% | $75,173-3.8% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.8pp | 67.2%-21.0pp |
| Annual return | 13.48% | 30.89%-17.4pp | 68.30%-54.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $2,060 | $3,538-41.8% | $4,859-57.6% | $2,671-22.9% |
| Participant deferral / active EE | $4,564 | $6,405-28.7% | $7,760-41.2% | $4,126+10.6% |
| Admin fee / account holder | $7,700 | $6,978+10.4% | $10,767-28.5% | $5,651+36.3% |