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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 | $78,789 | $65,395+20.5% | $182,540-56.8% | $72,975+8.0% |
| Participation rate | 58.3% | 65.4%-7.1pp | 78.0%-19.6pp | 69.5%-11.2pp |
| Annual return | 14.55% | 27.68%-13.1pp | 148.58%-134.0pp | 81.01%-66.5pp |
| Employer contribution / active EE | $1,083 | $1,911-43.3% | $4,076-73.4% | $2,440-55.6% |
| Participant deferral / active EE | $2,728 | $3,563-23.4% | $5,525-50.6% | $3,608-24.4% |
| Admin fee / account holder | $6,982 | $4,245+64.5% | $8,593-18.7% | $5,124+36.3% |