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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 | $70,485 | $58,408+20.7% | $180,320-60.9% | $69,733+1.1% |
| Participation rate | 54.0% | 54.2%-0.2pp | 71.5%-17.5pp | 62.5%-8.4pp |
| Annual return | 10.67% | 15.02%-4.3pp | 778.54%-767.9pp | 15.22%-4.6pp |
| Employer contribution / active EE | $1,125 | $1,159-2.9% | $4,108-72.6% | $2,250-50.0% |
| Participant deferral / active EE | $2,459 | $2,723-9.7% | $4,304-42.9% | $3,054-19.5% |
| Admin fee / account holder | $3,890 | $4,205-7.5% | $10,000-61.1% | $3,102+25.4% |