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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 | $79,471 | $72,269+10.0% | $101,271-21.5% | $79,852-0.5% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 9.94% | 22.29%-12.4pp | 46.48%-36.5pp | 31.72%-21.8pp |
| Employer contribution / active EE | $2,141 | $2,692-20.5% | $3,660-41.5% | $2,471-13.4% |
| Participant deferral / active EE | $4,193 | $3,282+27.8% | $4,371-4.1% | $3,740+12.1% |
| Admin fee / account holder | $1,236 | $4,401-71.9% | $5,948-79.2% | $5,306-76.7% |