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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 | $79,812 | $53,774+48.4% | $134,162-40.5% | $79,856-0.1% |
| Participation rate | 61.5% | 58.8%+2.8pp | 72.2%-10.6pp | 69.6%-8.1pp |
| Annual return | 8.24% | 19.01%-10.8pp | 36.35%-28.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,757 | $1,322+33.0% | $3,705-52.6% | $2,471-28.9% |
| Participant deferral / active EE | $5,202 | $2,420+115.0% | $3,500+48.6% | $3,741+39.1% |
| Admin fee / account holder | $5,189 | $3,985+30.2% | $6,685-22.4% | $5,306-2.2% |