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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 | $67,862 | $57,541+17.9% | $95,759-29.1% | $75,177-9.7% |
| Participation rate | 46.3% | 62.5%-16.2pp | 72.3%-25.9pp | 67.2%-20.9pp |
| Annual return | 11.92% | 34.93%-23.0pp | 28.42%-16.5pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,187 | $1,808-34.3% | $2,836-58.1% | $2,671-55.5% |
| Participant deferral / active EE | $3,387 | $3,074+10.2% | $4,244-20.2% | $4,126-17.9% |
| Admin fee / account holder | $9,885 | $4,099+141.2% | $5,678+74.1% | $5,651+74.9% |