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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 | $87,132 | $41,377+110.6% | $109,313-20.3% | $62,881+38.6% |
| Participation rate | 65.4% | 57.5%+7.8pp | 71.3%-5.9pp | 69.3%-3.9pp |
| Annual return | 4.55% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $765 | $1,276-40.0% | $3,892-80.3% | $2,281-66.5% |
| Participant deferral / active EE | $2,495 | $2,045+22.0% | $3,166-21.2% | $3,203-22.1% |
| Admin fee / account holder | $1,767 | $2,884-38.7% | $5,666-68.8% | $4,296-58.9% |