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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 | $81,109 | $57,140+41.9% | $85,240-4.8% | $80,959+0.2% |
| Participation rate | 64.0% | 56.4%+7.6pp | 67.5%-3.5pp | 67.7%-3.7pp |
| Annual return | 5.92% | 21.71%-15.8pp | 66.75%-60.8pp | 35.67%-29.7pp |
| Employer contribution / active EE | $1,647 | $1,802-8.6% | $2,735-39.8% | $2,757-40.3% |
| Participant deferral / active EE | $4,181 | $3,115+34.2% | $4,527-7.6% | $4,300-2.8% |
| Admin fee / account holder | $3,572 | $4,992-28.4% | $6,165-42.1% | $6,925-48.4% |