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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 | $60,435 | $41,016+47.3% | $152,093-60.3% | $64,097-5.7% |
| Participation rate | 47.0% | 51.3%-4.3pp | 77.8%-30.8pp | 55.2%-8.2pp |
| Annual return | 9.74% | 39.60%-29.9pp | 66.36%-56.6pp | 34.64%-24.9pp |
| Employer contribution / active EE | $3,040 | $1,342+126.5% | $4,175-27.2% | $1,891+60.7% |
| Participant deferral / active EE | $2,155 | $1,927+11.8% | $5,451-60.5% | $3,080-30.0% |
| Admin fee / account holder | $5,031 | $2,305+118.2% | $14,497-65.3% | $3,454+45.6% |