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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 | $65,215 | $88,672-26.5% | $105,223-38.0% | $82,448-20.9% |
| Participation rate | 51.9% | 67.9%-16.1pp | 75.0%-23.2pp | 68.1%-16.2pp |
| Annual return | 3.60% | 30.86%-27.3pp | 180.65%-177.1pp | 41.64%-38.0pp |
| Employer contribution / active EE | $2,817 | $3,048-7.6% | $3,689-23.6% | $2,551+10.4% |
| Participant deferral / active EE | $4,735 | $4,036+17.3% | $5,072-6.6% | $4,139+14.4% |
| Admin fee / account holder | $5,947 | $7,146-16.8% | $8,859-32.9% | $7,234-17.8% |