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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 | $64,170 | $56,116+14.4% | $135,768-52.7% | $86,983-26.2% |
| Participation rate | 47.9% | 60.1%-12.2pp | 71.1%-23.2pp | 69.5%-21.6pp |
| Annual return | 4.78% | 125.33%-120.5pp | 526.10%-521.3pp | 25.83%-21.0pp |
| Employer contribution / active EE | $1,301 | $1,528-14.9% | $3,394-61.7% | $2,584-49.7% |
| Participant deferral / active EE | $3,387 | $2,690+25.9% | $3,977-14.8% | $4,194-19.2% |
| Admin fee / account holder | $8,273 | $4,314+91.8% | $7,048+17.4% | $7,856+5.3% |