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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 | $81,276+3.6% | $155,574-45.9% | $80,925+4.0% |
| Participation rate | 68.6% | 66.2%+2.3pp | 78.2%-9.6pp | 67.7%+0.9pp |
| Annual return | 10.31% | 33.36%-23.1pp | 64.87%-54.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $2,323 | $3,103-25.1% | $4,676-50.3% | $2,756-15.7% |
| Participant deferral / active EE | $5,808 | $3,453+68.2% | $5,629+3.2% | $4,299+35.1% |
| Admin fee / account holder | $12,293 | $7,993+53.8% | $15,914-22.8% | $6,940+77.1% |