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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 | $52,581+34.1% | $130,788-46.1% | $64,340+9.6% |
| Participation rate | 54.0% | 46.5%+7.5pp | 70.1%-16.1pp | 55.2%-1.2pp |
| Annual return | 10.67% | 20.39%-9.7pp | 386.44%-375.8pp | 24.14%-13.5pp |
| Employer contribution / active EE | $1,125 | $1,031+9.2% | $3,558-68.4% | $1,862-39.5% |
| Participant deferral / active EE | $2,459 | $2,200+11.7% | $4,137-40.6% | $2,980-17.5% |
| Admin fee / account holder | $3,890 | $4,583-15.1% | $6,673-41.7% | $3,703+5.1% |