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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 | $69,535 | $51,207+35.8% | $70,565-1.5% | $75,177-7.5% |
| Participation rate | 44.1% | 61.0%-16.9pp | 68.4%-24.3pp | 67.2%-23.1pp |
| Annual return | 11.79% | 30.05%-18.3pp | 32.79%-21.0pp | 160.75%-149.0pp |
| Employer contribution / active EE | $1,258 | $1,826-31.1% | $2,976-57.7% | $2,671-52.9% |
| Participant deferral / active EE | $3,798 | $2,850+33.3% | $4,568-16.9% | $4,126-8.0% |
| Admin fee / account holder | $20,935 | $4,097+410.9% | $6,430+225.6% | $5,651+270.4% |