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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 | $59,929 | $71,230-15.9% | $93,727-36.1% | $80,959-26.0% |
| Participation rate | 64.7% | 60.4%+4.3pp | 68.7%-4.0pp | 67.7%-3.0pp |
| Annual return | 8.77% | 11.26%-2.5pp | 133.83%-125.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,637 | $1,565+4.6% | $2,421-32.4% | $2,757-40.6% |
| Participant deferral / active EE | $3,703 | $4,037-8.3% | $4,417-16.2% | $4,300-13.9% |
| Admin fee / account holder | $3,937 | $6,961-43.4% | $8,292-52.5% | $6,925-43.2% |