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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 | $52,485 | $73,978-29.1% | $96,515-45.6% | $75,173-30.2% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 5.77% | 26.72%-21.0pp | 35.73%-30.0pp | 160.72%-155.0pp |
| Employer contribution / active EE | $2,684 | $2,931-8.4% | $3,740-28.2% | $2,671+0.5% |
| Participant deferral / active EE | $6,423 | $3,660+75.5% | $4,880+31.6% | $4,126+55.7% |
| Admin fee / account holder | $567 | $5,219-89.1% | $6,735-91.6% | $5,651-90.0% |