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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 | $77,917 | $80,983-3.8% | $96,544-19.3% | $75,177+3.6% |
| Participation rate | 64.4% | 71.8%-7.3pp | 76.0%-11.5pp | 67.2%-2.8pp |
| Annual return | 10.07% | 27.05%-17.0pp | 25.88%-15.8pp | 160.75%-150.7pp |
| Employer contribution / active EE | $1,379 | $2,282-39.6% | $2,966-53.5% | $2,671-48.4% |
| Participant deferral / active EE | $3,818 | $3,929-2.8% | $4,851-21.3% | $4,126-7.5% |
| Admin fee / account holder | $8,486 | $6,717+26.3% | $8,254+2.8% | $5,651+50.2% |