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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 | $64,589 | $58,493+10.4% | $84,021-23.1% | $72,975-11.5% |
| Participation rate | 69.7% | 61.2%+8.5pp | 69.0%+0.7pp | 69.5%+0.2pp |
| Annual return | 13.91% | 28.93%-15.0pp | 71.32%-57.4pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,271 | $1,163+9.3% | $1,984-35.9% | $2,440-47.9% |
| Participant deferral / active EE | $3,788 | $2,394+58.2% | $3,239+16.9% | $3,608+5.0% |
| Admin fee / account holder | $1,312 | $4,569-71.3% | $6,102-78.5% | $5,124-74.4% |