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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 | $74,535-7.7% | $100,712-31.7% | $82,637-16.8% |
| Participation rate | 68.3% | 61.2%+7.2pp | 69.3%-0.9pp | 68.1%+0.3pp |
| Annual return | 6.76% | 18.92%-12.2pp | 33.27%-26.5pp | 53.51%-46.7pp |
| Employer contribution / active EE | $1,774 | $1,503+18.1% | $2,313-23.3% | $2,552-30.5% |
| Participant deferral / active EE | $4,997 | $3,074+62.6% | $4,085+22.3% | $4,126+21.1% |
| Admin fee / account holder | $2,214 | $6,576-66.3% | $9,256-76.1% | $7,339-69.8% |