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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 | $75,793 | $65,034+16.5% | $90,970-16.7% | $79,856-5.1% |
| Participation rate | 51.4% | 61.6%-10.2pp | 69.0%-17.6pp | 69.6%-18.2pp |
| Annual return | 6.51% | 30.45%-23.9pp | 134.60%-128.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $2,186 | $1,247+75.3% | $2,122+3.0% | $2,471-11.5% |
| Participant deferral / active EE | $3,549 | $2,512+41.3% | $3,373+5.2% | $3,741-5.1% |
| Admin fee / account holder | $28,841 | $4,536+535.9% | $5,961+383.8% | $5,306+443.5% |