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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 | $67,114 | $81,487-17.6% | $102,412-34.5% | $80,935-17.1% |
| Participation rate | 68.2% | 66.8%+1.3pp | 74.5%-6.3pp | 67.7%+0.5pp |
| Annual return | 8.78% | 25.60%-16.8pp | 24.94%-16.2pp | 35.66%-26.9pp |
| Employer contribution / active EE | $2,704 | $3,103-12.8% | $3,870-30.1% | $2,757-1.9% |
| Participant deferral / active EE | $4,770 | $3,871+23.2% | $5,060-5.7% | $4,299+10.9% |
| Admin fee / account holder | $3,573 | $6,717-46.8% | $8,388-57.4% | $6,924-48.4% |