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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 | $54,117+30.2% | $135,768-48.1% | $65,306+7.9% |
| Participation rate | 54.0% | 48.7%+5.4pp | 71.1%-17.0pp | 57.7%-3.6pp |
| Annual return | 10.67% | 21.76%-11.1pp | 526.10%-515.4pp | 21.94%-11.3pp |
| Employer contribution / active EE | $1,125 | $1,029+9.3% | $3,394-66.8% | $1,967-42.8% |
| Participant deferral / active EE | $2,459 | $2,395+2.7% | $3,977-38.2% | $2,959-16.9% |
| Admin fee / account holder | $3,890 | $4,541-14.3% | $7,048-44.8% | $3,480+11.8% |