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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 | $61,719 | $73,787-16.4% | $98,716-37.5% | $82,448-25.1% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.3%-1.6pp | 68.1%-0.3pp |
| Annual return | 9.95% | 18.57%-8.6pp | 31.81%-21.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,736 | $1,511+14.9% | $2,279-23.8% | $2,551-31.9% |
| Participant deferral / active EE | $1,683 | $3,081-45.4% | $4,048-58.4% | $4,139-59.3% |
| Admin fee / account holder | $18,818 | $6,500+189.5% | $8,703+116.2% | $7,234+160.1% |