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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 | $78,030 | $63,904+22.1% | $89,340-12.7% | $67,986+14.8% |
| Participation rate | 54.8% | 54.3%+0.4pp | 69.6%-14.8pp | 57.2%-2.4pp |
| Annual return | 7.23% | 18.09%-10.9pp | 20.57%-13.3pp | 31.67%-24.4pp |
| Employer contribution / active EE | $1,342 | $1,627-17.5% | $2,231-39.9% | $2,019-33.5% |
| Participant deferral / active EE | $1,617 | $2,691-39.9% | $3,823-57.7% | $3,358-51.8% |
| Admin fee / account holder | $7,676 | $3,315+131.6% | $6,704+14.5% | $3,203+139.6% |