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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 | $69,112 | $60,349+14.5% | $74,184-6.8% | $62,881+9.9% |
| Participation rate | 54.3% | 72.7%-18.4pp | 76.6%-22.3pp | 69.3%-15.0pp |
| Annual return | 4.36% | 21.38%-17.0pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,247 | $1,680-25.8% | $2,370-47.4% | $2,281-45.3% |
| Participant deferral / active EE | $3,153 | $2,856+10.4% | $3,550-11.2% | $3,203-1.6% |
| Admin fee / account holder | $15,292 | $4,261+258.9% | $5,586+173.8% | $4,296+256.0% |