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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 | $60,380 | $88,672-31.9% | $105,223-42.6% | $82,448-26.8% |
| Participation rate | 65.9% | 67.9%-2.0pp | 75.0%-9.1pp | 68.1%-2.2pp |
| Annual return | 12.58% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,790 | $3,048-8.4% | $3,689-24.3% | $2,551+9.4% |
| Participant deferral / active EE | $6,036 | $4,036+49.6% | $5,072+19.0% | $4,139+45.8% |
| Admin fee / account holder | $11,062 | $7,146+54.8% | $8,859+24.9% | $7,234+52.9% |