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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 | $73,787+1.1% | $98,716-24.4% | $82,448-9.5% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.3%-4.9pp | 68.1%-3.7pp |
| Annual return | 11.31% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,139 | $1,511-24.7% | $2,279-50.0% | $2,551-55.4% |
| Participant deferral / active EE | $3,374 | $3,081+9.5% | $4,048-16.6% | $4,139-18.5% |
| Admin fee / account holder | $5,424 | $6,500-16.6% | $8,703-37.7% | $7,234-25.0% |