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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 | $76,525 | $56,894+34.5% | $84,753-9.7% | $62,881+21.7% |
| Participation rate | 62.2% | 68.5%-6.4pp | 76.6%-14.4pp | 69.3%-7.1pp |
| Annual return | 3.59% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,380 | $2,400-42.5% | $3,574-61.4% | $2,281-39.5% |
| Participant deferral / active EE | $3,093 | $2,709+14.2% | $3,712-16.7% | $3,203-3.4% |
| Admin fee / account holder | $4,951 | $3,581+38.3% | $5,333-7.2% | $4,296+15.3% |