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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 | $76,441 | $67,606+13.1% | $82,313-7.1% | $70,124+9.0% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 11.44% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,184 | $1,755-32.5% | $2,428-51.2% | $2,342-49.4% |
| Participant deferral / active EE | $1,692 | $2,987-43.3% | $3,706-54.3% | $3,332-49.2% |
| Admin fee / account holder | $7,083 | $4,512+57.0% | $5,608+26.3% | $4,645+52.5% |