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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 | $80,705-7.4% | $115,768-35.4% | $67,986+9.9% |
| Participation rate | 56.5% | 63.0%-6.5pp | 74.4%-17.9pp | 57.2%-0.7pp |
| Annual return | 11.58% | 18.49%-6.9pp | 100.46%-88.9pp | 31.67%-20.1pp |
| Employer contribution / active EE | $1,466 | $2,046-28.3% | $2,940-50.1% | $2,019-27.4% |
| Participant deferral / active EE | $3,721 | $3,559+4.6% | $4,917-24.3% | $3,358+10.8% |
| Admin fee / account holder | $2,997 | $4,135-27.5% | $12,439-75.9% | $3,203-6.4% |