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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 | $84,275 | $72,492+16.3% | $87,102-3.2% | $72,983+15.5% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 3.66% | 24.46%-20.8pp | 28.19%-24.5pp | 81.01%-77.4pp |
| Employer contribution / active EE | $1,478 | $1,894-22.0% | $2,521-41.4% | $2,440-39.4% |
| Participant deferral / active EE | $1,943 | $3,270-40.6% | $4,048-52.0% | $3,608-46.1% |
| Admin fee / account holder | $2,847 | $5,055-43.7% | $7,491-62.0% | $5,124-44.4% |