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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 | $84,172 | $81,358+3.5% | $155,556-45.9% | $80,959+4.0% |
| Participation rate | 68.6% | 66.3%+2.3pp | 78.2%-9.7pp | 67.7%+0.9pp |
| Annual return | 10.31% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,323 | $3,106-25.2% | $4,675-50.3% | $2,757-15.7% |
| Participant deferral / active EE | $5,808 | $3,455+68.1% | $5,631+3.1% | $4,300+35.1% |
| Admin fee / account holder | $12,293 | $7,994+53.8% | $15,885-22.6% | $6,925+77.5% |