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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 | $79,939 | $77,472+3.2% | $100,415-20.4% | $80,959-1.3% |
| Participation rate | 67.6% | 76.9%-9.4pp | 81.5%-13.9pp | 67.7%-0.1pp |
| Annual return | 11.42% | 37.26%-25.8pp | 49.47%-38.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $3,678 | $2,800+31.3% | $3,943-6.7% | $2,757+33.4% |
| Participant deferral / active EE | $3,593 | $6,818-47.3% | $8,091-55.6% | $4,300-16.4% |
| Admin fee / account holder | $1,222 | $5,885-79.2% | $7,906-84.5% | $6,925-82.4% |