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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 | $74,535+2.6% | $100,712-24.1% | $82,637-7.4% |
| Participation rate | 49.0% | 61.2%-12.2pp | 69.3%-20.3pp | 68.1%-19.1pp |
| Annual return | 9.52% | 18.92%-9.4pp | 33.27%-23.8pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,744 | $1,503+16.1% | $2,313-24.6% | $2,552-31.7% |
| Participant deferral / active EE | $3,899 | $3,074+26.8% | $4,085-4.6% | $4,126-5.5% |
| Admin fee / account holder | $17,165 | $6,576+161.0% | $9,256+85.4% | $7,339+133.9% |