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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 | $70,009 | $51,638+35.6% | $68,368+2.4% | $82,448-15.1% |
| Participation rate | 59.4% | 63.6%-4.2pp | 73.8%-14.3pp | 68.1%-8.6pp |
| Annual return | 12.83% | 37.53%-24.7pp | 292.57%-279.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,480 | $2,047-27.7% | $2,649-44.1% | $2,551-42.0% |
| Participant deferral / active EE | $3,612 | $2,914+24.0% | $4,123-12.4% | $4,139-12.7% |
| Admin fee / account holder | $3,271 | $4,643-29.6% | $5,150-36.5% | $7,234-54.8% |