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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 | $75,609 | $70,435+7.3% | $96,575-21.7% | $85,856-11.9% |
| Participation rate | 69.2% | 61.8%+7.4pp | 69.8%-0.6pp | 69.3%-0.1pp |
| Annual return | 10.80% | 18.59%-7.8pp | 37.79%-27.0pp | 318.58%-307.8pp |
| Employer contribution / active EE | $1,350 | $1,413-4.5% | $2,357-42.7% | $2,565-47.4% |
| Participant deferral / active EE | $5,222 | $2,894+80.5% | $3,849+35.7% | $3,952+32.1% |
| Admin fee / account holder | $2,417 | $4,997-51.6% | $6,182-60.9% | $6,261-61.4% |