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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 | $74,681 | $62,086+20.3% | $90,259-17.3% | $64,340+16.1% |
| Participation rate | 53.7% | 53.9%-0.2pp | 70.7%-17.1pp | 55.2%-1.6pp |
| Annual return | 11.36% | 16.73%-5.4pp | 18.88%-7.5pp | 24.14%-12.8pp |
| Employer contribution / active EE | $2,226 | $1,883+18.2% | $2,291-2.9% | $1,862+19.6% |
| Participant deferral / active EE | $2,990 | $2,557+16.9% | $3,827-21.9% | $2,980+0.3% |
| Admin fee / account holder | $7,535 | $3,317+127.2% | $7,267+3.7% | $3,703+103.5% |