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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 | $73,986 | $78,707-6.0% | $117,861-37.2% | $70,126+5.5% |
| Participation rate | 13.2% | 73.2%-60.0pp | 79.7%-66.5pp | 69.5%-56.4pp |
| Annual return | 10.57% | 23.30%-12.7pp | 335.11%-324.5pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,549 | $2,223+14.6% | $3,786-32.7% | $2,343+8.8% |
| Participant deferral / active EE | $4,633 | $3,297+40.5% | $4,482+3.4% | $3,332+39.0% |
| Admin fee / account holder | $6,421 | $5,066+26.8% | $8,021-19.9% | $4,645+38.2% |