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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 | $75,300 | $74,535+1.0% | $100,712-25.2% | $82,637-8.9% |
| Participation rate | 57.5% | 61.2%-3.7pp | 69.3%-11.8pp | 68.1%-10.6pp |
| Annual return | 11.72% | 18.92%-7.2pp | 33.27%-21.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,067 | $1,503-29.0% | $2,313-53.9% | $2,552-58.2% |
| Participant deferral / active EE | $3,062 | $3,074-0.4% | $4,085-25.1% | $4,126-25.8% |
| Admin fee / account holder | $18,916 | $6,576+187.7% | $9,256+104.4% | $7,339+157.8% |