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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 | $69,141 | $60,442+14.4% | $96,754-28.5% | $87,485-21.0% |
| Participation rate | 68.6% | 58.7%+9.9pp | 70.3%-1.7pp | 68.9%-0.4pp |
| Annual return | 12.07% | 21.97%-9.9pp | 82.04%-70.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $2,354 | $1,691+39.3% | $2,679-12.1% | $2,596-9.3% |
| Participant deferral / active EE | $4,778 | $3,280+45.7% | $4,758+0.4% | $4,274+11.8% |
| Admin fee / account holder | $7,667 | $5,069+51.2% | $8,905-13.9% | $7,775-1.4% |