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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 | $74,216 | $65,395+13.5% | $182,558-59.3% | $72,976+1.7% |
| Participation rate | 51.4% | 65.4%-14.0pp | 78.0%-26.6pp | 69.5%-18.1pp |
| Annual return | 14.60% | 27.68%-13.1pp | 148.59%-134.0pp | 81.02%-66.4pp |
| Employer contribution / active EE | $859 | $1,911-55.1% | $4,076-78.9% | $2,440-64.8% |
| Participant deferral / active EE | $4,240 | $3,563+19.0% | $5,526-23.3% | $3,608+17.5% |
| Admin fee / account holder | $25,601 | $4,245+503.1% | $8,594+197.9% | $5,124+399.6% |