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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 | $57,590+20.1% | $86,233-19.8% | $82,448-16.1% |
| Participation rate | 68.6% | 57.9%+10.7pp | 69.0%-0.4pp | 68.1%+0.5pp |
| Annual return | 12.07% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,354 | $1,655+42.2% | $2,504-6.0% | $2,551-7.7% |
| Participant deferral / active EE | $4,778 | $3,080+55.1% | $4,559+4.8% | $4,139+15.4% |
| Admin fee / account holder | $7,667 | $4,730+62.1% | $8,342-8.1% | $7,234+6.0% |