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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 | $70,252 | $37,446+87.6% | $77,552-9.4% | $79,856-12.0% |
| Participation rate | 69.0% | 41.5%+27.5pp | 54.2%+14.9pp | 69.6%-0.6pp |
| Annual return | 8.27% | 39.76%-31.5pp | 54.82%-46.6pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,349 | $637+111.7% | $987+36.7% | $2,471-45.4% |
| Participant deferral / active EE | $2,500 | $1,261+98.3% | $1,861+34.3% | $3,741-33.2% |
| Admin fee / account holder | $7,106 | $2,506+183.6% | $2,859+148.5% | $5,306+33.9% |