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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 | $74,039 | $70,486+5.0% | $100,528-26.3% | $79,852-7.3% |
| Participation rate | 59.2% | 73.6%-14.5pp | 79.4%-20.2pp | 69.6%-10.5pp |
| Annual return | 8.38% | 21.90%-13.5pp | 30.90%-22.5pp | 31.72%-23.3pp |
| Employer contribution / active EE | $1,685 | $2,165-22.1% | $3,419-50.7% | $2,471-31.8% |
| Participant deferral / active EE | $2,987 | $5,182-42.4% | $6,271-52.4% | $3,740-20.2% |
| Admin fee / account holder | $15,019 | $4,480+235.2% | $8,084+85.8% | $5,306+183.0% |