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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 | $77,569-3.7% | $115,599-35.3% | $64,097+16.6% |
| Participation rate | 56.5% | 60.7%-4.2pp | 74.3%-17.8pp | 55.2%+1.3pp |
| Annual return | 11.58% | 18.52%-6.9pp | 111.10%-99.5pp | 34.64%-23.1pp |
| Employer contribution / active EE | $1,466 | $1,915-23.4% | $2,955-50.4% | $1,891-22.5% |
| Participant deferral / active EE | $3,721 | $3,327+11.8% | $4,889-23.9% | $3,080+20.8% |
| Admin fee / account holder | $2,997 | $4,470-33.0% | $12,841-76.7% | $3,454-13.3% |