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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 | $90,584 | $82,882+9.3% | $127,803-29.1% | $72,983+24.1% |
| Participation rate | 54.7% | 71.5%-16.9pp | 79.0%-24.4pp | 69.5%-14.8pp |
| Annual return | 13.92% | 32.20%-18.3pp | 26.14%-12.2pp | 81.01%-67.1pp |
| Employer contribution / active EE | $2,463 | $3,346-26.4% | $4,576-46.2% | $2,440+0.9% |
| Participant deferral / active EE | $3,459 | $4,791-27.8% | $6,023-42.6% | $3,608-4.1% |
| Admin fee / account holder | $2,356 | $6,487-63.7% | $9,399-74.9% | $5,124-54.0% |