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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 | $76,486 | $73,787+3.7% | $98,716-22.5% | $82,448-7.2% |
| Participation rate | 49.0% | 61.4%-12.4pp | 69.3%-20.3pp | 68.1%-19.1pp |
| Annual return | 9.52% | 18.57%-9.0pp | 31.81%-22.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,744 | $1,511+15.4% | $2,279-23.5% | $2,551-31.6% |
| Participant deferral / active EE | $3,899 | $3,081+26.5% | $4,048-3.7% | $4,139-5.8% |
| Admin fee / account holder | $17,165 | $6,500+164.1% | $8,703+97.2% | $7,234+137.3% |