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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 | $68,765 | $73,787-6.8% | $98,716-30.3% | $82,448-16.6% |
| Participation rate | 68.3% | 61.4%+6.9pp | 69.3%-1.0pp | 68.1%+0.3pp |
| Annual return | 6.76% | 18.57%-11.8pp | 31.81%-25.0pp | 41.64%-34.9pp |
| Employer contribution / active EE | $1,774 | $1,511+17.4% | $2,279-22.1% | $2,551-30.5% |
| Participant deferral / active EE | $4,997 | $3,081+62.2% | $4,048+23.5% | $4,139+20.7% |
| Admin fee / account holder | $2,214 | $6,500-65.9% | $8,703-74.6% | $7,234-69.4% |