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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 | $80,766 | $72,492+11.4% | $87,104-7.3% | $72,975+10.7% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.3pp |
| Annual return | 11.49% | 24.46%-13.0pp | 28.19%-16.7pp | 81.01%-69.5pp |
| Employer contribution / active EE | $1,098 | $1,894-42.0% | $2,521-56.4% | $2,440-55.0% |
| Participant deferral / active EE | $2,945 | $3,270-9.9% | $4,048-27.3% | $3,608-18.4% |
| Admin fee / account holder | $7,151 | $5,055+41.5% | $7,491-4.5% | $5,124+39.6% |