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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 | $62,455 | $71,197-12.3% | $93,669-33.3% | $80,925-22.8% |
| Participation rate | 67.8% | 60.4%+7.4pp | 68.7%-0.9pp | 67.7%+0.1pp |
| Annual return | 9.33% | 11.27%-1.9pp | 133.59%-124.3pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,464 | $1,565-6.4% | $2,424-39.6% | $2,756-46.9% |
| Participant deferral / active EE | $3,197 | $4,036-20.8% | $4,416-27.6% | $4,299-25.6% |
| Admin fee / account holder | $10,349 | $6,959+48.7% | $8,291+24.8% | $6,940+49.1% |