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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 | $61,290 | $57,057+7.4% | $85,009-27.9% | $80,874-24.2% |
| Participation rate | 57.1% | 56.4%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 8.71% | 21.66%-12.9pp | 66.47%-57.8pp | 35.62%-26.9pp |
| Employer contribution / active EE | $2,393 | $1,799+33.0% | $2,728-12.3% | $2,756-13.2% |
| Participant deferral / active EE | $4,520 | $3,112+45.3% | $4,5220% | $4,297+5.2% |
| Admin fee / account holder | $24,832 | $4,986+398.0% | $6,153+303.6% | $6,935+258.1% |