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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 | $56,357 | $78,690-28.4% | $161,489-65.1% | $87,485-35.6% |
| Participation rate | 68.0% | 67.5%+0.5pp | 78.7%-10.7pp | 68.9%-0.9pp |
| Annual return | 9.34% | 32.74%-23.4pp | 89.72%-80.4pp | 26.06%-16.7pp |
| Employer contribution / active EE | $2,577 | $2,588-0.4% | $4,268-39.6% | $2,596-0.7% |
| Participant deferral / active EE | $3,165 | $3,311-4.4% | $5,630-43.8% | $4,274-25.9% |
| Admin fee / account holder | $1,600 | $6,724-76.2% | $16,006-90.0% | $7,775-79.4% |