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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 | $59,029 | $88,360-33.2% | $145,433-59.4% | $67,986-13.2% |
| Participation rate | 69.2% | 65.5%+3.7pp | 82.1%-13.0pp | 57.2%+12.0pp |
| Annual return | 13.05% | 63.15%-50.1pp | 66.58%-53.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $3,355 | $3,054+9.8% | $4,554-26.3% | $2,019+66.2% |
| Participant deferral / active EE | $3,177 | $5,932-46.4% | $7,897-59.8% | $3,358-5.4% |
| Admin fee / account holder | $16,835 | $3,313+408.1% | $13,129+28.2% | $3,203+425.6% |