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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 | $71,850 | $81,276-11.6% | $155,574-53.8% | $80,925-11.2% |
| Participation rate | 67.2% | 66.2%+0.9pp | 78.2%-11.0pp | 67.7%-0.5pp |
| Annual return | 7.05% | 33.36%-26.3pp | 64.87%-57.8pp | 35.65%-28.6pp |
| Employer contribution / active EE | $2,694 | $3,103-13.2% | $4,676-42.4% | $2,756-2.3% |
| Participant deferral / active EE | $3,377 | $3,453-2.2% | $5,629-40.0% | $4,299-21.4% |
| Admin fee / account holder | $3,500 | $7,993-56.2% | $15,914-78.0% | $6,940-49.6% |