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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 | $70,622 | $43,496+62.4% | $161,489-56.3% | $64,340+9.8% |
| Participation rate | 50.4% | 53.5%-3.1pp | 78.7%-28.3pp | 55.2%-4.8pp |
| Annual return | 10.10% | 20.76%-10.7pp | 89.72%-79.6pp | 24.14%-14.0pp |
| Employer contribution / active EE | $2,521 | $1,431+76.2% | $4,268-40.9% | $1,862+35.4% |
| Participant deferral / active EE | $968 | $1,996-51.5% | $5,630-82.8% | $2,980-67.5% |
| Admin fee / account holder | $3,198 | $2,330+37.2% | $16,006-80.0% | $3,703-13.6% |