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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 | $80,522 | $71,215+13.1% | $93,696-14.1% | $80,935-0.5% |
| Participation rate | 67.2% | 60.4%+6.8pp | 68.7%-1.6pp | 67.7%-0.5pp |
| Annual return | 7.79% | 11.27%-3.5pp | 133.74%-126.0pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,020 | $1,565-34.8% | $2,422-57.9% | $2,757-63.0% |
| Participant deferral / active EE | $3,584 | $4,037-11.2% | $4,417-18.9% | $4,299-16.6% |
| Admin fee / account holder | $3,465 | $6,958-50.2% | $8,287-58.2% | $6,924-50.0% |