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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 | $73,481 | $54,541+34.7% | $78,778-6.7% | $70,126+4.8% |
| Participation rate | 64.3% | 60.8%+3.5pp | 69.2%-4.9pp | 69.5%-5.3pp |
| Annual return | 8.94% | 21.07%-12.1pp | 35.62%-26.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,159 | $1,089+6.5% | $1,986-41.6% | $2,343-50.5% |
| Participant deferral / active EE | $1,908 | $2,210-13.7% | $2,958-35.5% | $3,332-42.7% |
| Admin fee / account holder | $1,050 | $3,709-71.7% | $5,134-79.5% | $4,645-77.4% |