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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 | $77,574-3.8% | $108,753-31.4% | $86,983-14.2% |
| Participation rate | 64.4% | 62.3%+2.1pp | 71.1%-6.7pp | 69.5%-5.2pp |
| Annual return | 11.31% | 18.42%-7.1pp | 37.47%-26.2pp | 25.83%-14.5pp |
| Employer contribution / active EE | $1,139 | $1,611-29.3% | $2,427-53.1% | $2,584-55.9% |
| Participant deferral / active EE | $3,374 | $3,128+7.8% | $4,115-18.0% | $4,194-19.6% |
| Admin fee / account holder | $5,424 | $6,529-16.9% | $10,320-47.4% | $7,856-31.0% |