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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 | $69,840 | $56,054+24.6% | $171,082-59.2% | $62,881+11.1% |
| Participation rate | 61.5% | 62.9%-1.3pp | 76.7%-15.2pp | 69.3%-7.8pp |
| Annual return | 2.06% | 22.52%-20.5pp | 32.56%-30.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $2,854 | $1,731+64.9% | $4,002-28.7% | $2,281+25.1% |
| Participant deferral / active EE | $6,250 | $3,158+97.9% | $4,797+30.3% | $3,203+95.1% |
| Admin fee / account holder | $17,030 | $3,647+367.0% | $8,520+99.9% | $4,296+296.4% |