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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 | $72,367 | $56,110+29.0% | $94,993-23.8% | $70,126+3.2% |
| Participation rate | 64.7% | 65.0%-0.3pp | 73.9%-9.2pp | 69.5%-4.8pp |
| Annual return | 9.32% | 51.02%-41.7pp | 27.14%-17.8pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,306 | $1,442-9.5% | $2,603-49.8% | $2,343-44.3% |
| Participant deferral / active EE | $2,796 | $2,391+16.9% | $3,317-15.7% | $3,332-16.1% |
| Admin fee / account holder | $4,191 | $3,456+21.2% | $4,960-15.5% | $4,645-9.8% |