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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 | $74,736 | $76,383-2.2% | $121,663-38.6% | $64,340+16.2% |
| Participation rate | 56.5% | 60.4%-3.9pp | 74.5%-18.0pp | 55.2%+1.2pp |
| Annual return | 11.58% | 16.98%-5.4pp | 147.54%-136.0pp | 24.14%-12.6pp |
| Employer contribution / active EE | $1,466 | $1,943-24.5% | $3,020-51.4% | $1,862-21.2% |
| Participant deferral / active EE | $3,721 | $3,149+18.2% | $4,887-23.9% | $2,980+24.9% |
| Admin fee / account holder | $2,997 | $4,142-27.6% | $14,289-79.0% | $3,703-19.1% |