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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 | $60,504 | $55,713+8.6% | $75,901-20.3% | $72,975-17.1% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.3%-1.6pp | 69.5%-1.8pp |
| Annual return | 14.16% | 27.60%-13.4pp | 30.76%-16.6pp | 81.01%-66.8pp |
| Employer contribution / active EE | $1,395 | $1,687-17.3% | $2,501-44.2% | $2,440-42.8% |
| Participant deferral / active EE | $3,817 | $2,634+44.9% | $3,603+5.9% | $3,608+5.8% |
| Admin fee / account holder | $4,111 | $3,980+3.3% | $5,420-24.2% | $5,124-19.8% |