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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 | $73,451 | $81,487-9.9% | $102,412-28.3% | $80,935-9.2% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.7%-0.1pp |
| Annual return | 10.02% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,546 | $3,103-50.2% | $3,870-60.0% | $2,757-43.9% |
| Participant deferral / active EE | $5,475 | $3,871+41.5% | $5,060+8.2% | $4,299+27.4% |
| Admin fee / account holder | $2,617 | $6,717-61.0% | $8,388-68.8% | $6,924-62.2% |