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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 | $69,992 | $54,763+27.8% | $90,324-22.5% | $72,976-4.1% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 9.68% | 30.63%-21.0pp | 78.15%-68.5pp | 81.02%-71.3pp |
| Employer contribution / active EE | $763 | $2,093-63.6% | $2,856-73.3% | $2,440-68.8% |
| Participant deferral / active EE | $2,123 | $2,887-26.5% | $3,885-45.4% | $3,608-41.1% |
| Admin fee / account holder | $4,117 | $3,973+3.6% | $5,356-23.1% | $5,124-19.7% |