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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 | $59,156 | $48,364+22.3% | $71,796-17.6% | $62,881-5.9% |
| Participation rate | 65.3% | 60.6%+4.6pp | 69.1%-3.8pp | 69.3%-4.0pp |
| Annual return | 4.35% | 13.16%-8.8pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,069 | $1,042+2.6% | $1,924-44.5% | $2,281-53.1% |
| Participant deferral / active EE | $2,459 | $2,091+17.6% | $2,794-12.0% | $3,203-23.2% |
| Admin fee / account holder | $4,632 | $3,771+22.8% | $4,815-3.8% | $4,296+7.8% |