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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 | $71,719 | $62,672+14.4% | $185,117-61.3% | $70,126+2.3% |
| Participation rate | 68.2% | 63.8%+4.4pp | 77.3%-9.1pp | 69.5%-1.4pp |
| Annual return | 10.26% | 40.79%-30.5pp | 40.50%-30.2pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,575 | $1,753-10.2% | $4,182-62.3% | $2,343-32.8% |
| Participant deferral / active EE | $3,330 | $3,272+1.8% | $5,045-34.0% | $3,332-0.1% |
| Admin fee / account holder | $43,232 | $3,932+999.6% | $8,159+429.9% | $4,645+830.6% |