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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 | $53,813 | $45,312+18.8% | $86,233-37.6% | $67,986-20.8% |
| Participation rate | 68.2% | 42.4%+25.8pp | 69.0%-0.8pp | 57.2%+11.0pp |
| Annual return | 7.30% | 24.79%-17.5pp | 61.39%-54.1pp | 31.67%-24.4pp |
| Employer contribution / active EE | $2,452 | $1,160+111.5% | $2,504-2.1% | $2,019+21.5% |
| Participant deferral / active EE | $4,020 | $2,185+84.0% | $4,559-11.8% | $3,358+19.7% |
| Admin fee / account holder | $2,584 | $3,295-21.6% | $8,342-69.0% | $3,203-19.3% |