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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 | $48,050+12.0% | $96,754-44.4% | $64,340-16.4% |
| Participation rate | 68.2% | 40.6%+27.6pp | 70.3%-2.1pp | 55.2%+12.9pp |
| Annual return | 7.30% | 23.41%-16.1pp | 82.04%-74.7pp | 24.14%-16.8pp |
| Employer contribution / active EE | $2,452 | $1,204+103.7% | $2,679-8.5% | $1,862+31.7% |
| Participant deferral / active EE | $4,020 | $2,191+83.5% | $4,758-15.5% | $2,980+34.9% |
| Admin fee / account holder | $2,584 | $3,741-30.9% | $8,905-71.0% | $3,703-30.2% |