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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 | $75,224 | $49,025+53.4% | $87,502-14.0% | $62,881+19.6% |
| Participation rate | 64.6% | 64.9%-0.2pp | 73.8%-9.2pp | 69.3%-4.7pp |
| Annual return | 0.41% | 10.02%-9.6pp | 12.21%-11.8pp | 20.14%-19.7pp |
| Employer contribution / active EE | $2,038 | $1,372+48.6% | $2,550-20.0% | $2,281-10.6% |
| Participant deferral / active EE | $2,712 | $2,289+18.5% | $3,149-13.9% | $3,203-15.3% |
| Admin fee / account holder | $9,167 | $4,065+125.5% | $4,221+117.2% | $4,296+113.4% |