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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 | $59,681 | $74,535-19.9% | $100,712-40.7% | $82,637-27.8% |
| Participation rate | 63.3% | 61.2%+2.1pp | 69.3%-6.0pp | 68.1%-4.8pp |
| Annual return | 9.26% | 18.92%-9.7pp | 33.27%-24.0pp | 53.51%-44.2pp |
| Employer contribution / active EE | $2,462 | $1,503+63.8% | $2,313+6.5% | $2,552-3.5% |
| Participant deferral / active EE | $5,651 | $3,074+83.8% | $4,085+38.3% | $4,126+37.0% |
| Admin fee / account holder | $3,391 | $6,576-48.4% | $9,256-63.4% | $7,339-53.8% |