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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 | $74,224 | $16,790+342.1% | $64,489+15.1% | $67,986+9.2% |
| Participation rate | 48.6% | 62.4%-13.8pp | 67.7%-19.1pp | 57.2%-8.6pp |
| Annual return | 14.16% | 30.55%-16.4pp | 55.03%-40.9pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,430 | $648+120.7% | $1,523-6.1% | $2,019-29.2% |
| Participant deferral / active EE | $3,140 | $1,510+107.9% | $2,778+13.0% | $3,358-6.5% |
| Admin fee / account holder | $6,048 | $1,690+257.9% | $4,260+42.0% | $3,203+88.8% |