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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 | $63,989 | $71,208-10.1% | $93,681-31.7% | $80,911-20.9% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.6%+1.6pp |
| Annual return | 8.98% | 11.27%-2.3pp | 133.47%-124.5pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,791 | $1,564+14.4% | $2,422-26.1% | $2,756-35.0% |
| Participant deferral / active EE | $3,367 | $4,035-16.5% | $4,415-23.7% | $4,297-21.6% |
| Admin fee / account holder | $21,229 | $6,951+205.4% | $8,290+156.1% | $6,935+206.1% |