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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 | $66,580 | $67,602-1.5% | $82,312-19.1% | $70,126-5.1% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 10.21% | 21.57%-11.4pp | 25.88%-15.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,360 | $1,755-22.5% | $2,428-44.0% | $2,343-42.0% |
| Participant deferral / active EE | $2,505 | $2,987-16.1% | $3,706-32.4% | $3,332-24.8% |
| Admin fee / account holder | $7,024 | $4,512+55.7% | $5,608+25.3% | $4,645+51.2% |