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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 | $82,450 | $72,012+14.5% | $185,827-55.6% | $79,858+3.2% |
| Participation rate | 57.9% | 65.8%-7.9pp | 78.0%-20.1pp | 69.6%-11.7pp |
| Annual return | 7.44% | 23.12%-15.7pp | 35.96%-28.5pp | 31.72%-24.3pp |
| Employer contribution / active EE | $2,501 | $1,965+27.3% | $4,087-38.8% | $2,471+1.2% |
| Participant deferral / active EE | $3,244 | $3,779-14.2% | $5,633-42.4% | $3,740-13.3% |
| Admin fee / account holder | $5,916 | $4,513+31.1% | $9,502-37.7% | $5,306+11.5% |