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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 | $75,595 | $61,125+23.7% | $94,057-19.6% | $87,485-13.6% |
| Participation rate | 62.1% | 64.1%-2.0pp | 73.3%-11.3pp | 68.9%-6.9pp |
| Annual return | 6.52% | 35.20%-28.7pp | 480.62%-474.1pp | 26.06%-19.5pp |
| Employer contribution / active EE | $1,746 | $2,136-18.3% | $2,933-40.5% | $2,596-32.7% |
| Participant deferral / active EE | $3,179 | $3,260-2.5% | $4,709-32.5% | $4,274-25.6% |
| Admin fee / account holder | $3,201 | $5,629-43.1% | $7,244-55.8% | $7,775-58.8% |