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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 | $80,875 | $73,787+9.6% | $98,716-18.1% | $82,448-1.9% |
| Participation rate | 67.1% | 61.4%+5.7pp | 69.3%-2.2pp | 68.1%-1.0pp |
| Annual return | 12.42% | 18.57%-6.1pp | 31.81%-19.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $786 | $1,511-48.0% | $2,279-65.5% | $2,551-69.2% |
| Participant deferral / active EE | $3,796 | $3,081+23.2% | $4,048-6.2% | $4,139-8.3% |
| Admin fee / account holder | $8,759 | $6,500+34.7% | $8,703+0.6% | $7,234+21.1% |