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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 | $60,834 | $63,845-4.7% | $81,370-25.2% | $80,959-24.9% |
| Participation rate | 69.4% | 63.9%+5.6pp | 69.5%-0.1pp | 67.7%+1.8pp |
| Annual return | 9.16% | 16.37%-7.2pp | 24.85%-15.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,308 | $1,980-33.9% | $2,464-46.9% | $2,757-52.6% |
| Participant deferral / active EE | $2,923 | $3,093-5.5% | $3,885-24.8% | $4,300-32.0% |
| Admin fee / account holder | $7,378 | $5,688+29.7% | $5,749+28.3% | $6,925+6.5% |