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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 | $119,653 | $80,855+48.0% | $153,416-22.0% | $86,983+37.6% |
| Participation rate | 61.5% | 64.1%-2.6pp | 74.3%-12.8pp | 69.5%-8.0pp |
| Annual return | 5.65% | 16.18%-10.5pp | 17.84%-12.2pp | 25.83%-20.2pp |
| Employer contribution / active EE | $1,822 | $2,308-21.0% | $3,764-51.6% | $2,584-29.5% |
| Participant deferral / active EE | $5,435 | $3,333+63.1% | $4,723+15.1% | $4,194+29.6% |
| Admin fee / account holder | $4,381 | $6,908-36.6% | $13,095-66.5% | $7,856-44.2% |