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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 | $67,135 | $55,902+20.1% | $76,030-11.7% | $80,959-17.1% |
| Participation rate | 60.0% | 62.1%-2.1pp | 69.1%-9.1pp | 67.7%-7.7pp |
| Annual return | 7.89% | 20.59%-12.7pp | 361.54%-353.7pp | 35.67%-27.8pp |
| Employer contribution / active EE | $2,345 | $1,867+25.6% | $2,688-12.8% | $2,757-15.0% |
| Participant deferral / active EE | $4,865 | $3,051+59.5% | $4,257+14.3% | $4,300+13.1% |
| Admin fee / account holder | $3,060 | $5,239-41.6% | $6,421-52.3% | $6,925-55.8% |