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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 | $71,326 | $81,331-12.3% | $155,534-54.1% | $80,935-11.9% |
| Participation rate | 67.9% | 66.3%+1.6pp | 78.2%-10.4pp | 67.7%+0.2pp |
| Annual return | 9.96% | 33.37%-23.4pp | 64.92%-55.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,298 | $3,105-58.2% | $4,675-72.2% | $2,757-52.9% |
| Participant deferral / active EE | $3,054 | $3,454-11.6% | $5,630-45.8% | $4,299-29.0% |
| Admin fee / account holder | $13,150 | $7,999+64.4% | $15,900-17.3% | $6,924+89.9% |