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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 | $76,353 | $65,367+16.8% | $92,915-17.8% | $72,976+4.6% |
| Participation rate | 60.8% | 68.3%-7.5pp | 76.0%-15.2pp | 69.5%-8.7pp |
| Annual return | 5.28% | 42.11%-36.8pp | 109.45%-104.2pp | 81.02%-75.7pp |
| Employer contribution / active EE | $1,706 | $2,594-34.2% | $3,653-53.3% | $2,440-30.1% |
| Participant deferral / active EE | $3,500 | $3,128+11.9% | $4,238-17.4% | $3,608-3.0% |
| Admin fee / account holder | $3,219 | $4,251-24.3% | $5,796-44.5% | $5,124-37.2% |