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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 | $74,601 | $76,834-2.9% | $108,359-31.2% | $87,485-14.7% |
| Participation rate | 64.4% | 61.7%+2.7pp | 70.1%-5.7pp | 68.9%-4.5pp |
| Annual return | 11.31% | 19.09%-7.8pp | 36.89%-25.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,139 | $1,556-26.8% | $2,399-52.6% | $2,596-56.1% |
| Participant deferral / active EE | $3,374 | $3,100+8.8% | $4,137-18.4% | $4,274-21.1% |
| Admin fee / account holder | $5,424 | $6,537-17.0% | $9,741-44.3% | $7,775-30.2% |