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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 | $84,097 | $81,276+3.5% | $155,574-45.9% | $80,925+3.9% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 8.94% | 33.36%-24.4pp | 64.87%-55.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,761 | $3,103-43.3% | $4,676-62.3% | $2,756-36.1% |
| Participant deferral / active EE | $3,684 | $3,453+6.7% | $5,629-34.6% | $4,299-14.3% |
| Admin fee / account holder | $617 | $7,993-92.3% | $15,914-96.1% | $6,940-91.1% |