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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 | $61,934 | $56,544+9.5% | $75,501-18.0% | $70,126-11.7% |
| Participation rate | 68.0% | 68.1%-0.1pp | 72.4%-4.4pp | 69.5%-1.5pp |
| Annual return | 11.39% | 23.59%-12.2pp | 27.35%-16.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $720 | $1,817-60.4% | $2,352-69.4% | $2,343-69.3% |
| Participant deferral / active EE | $3,768 | $2,580+46.1% | $3,142+19.9% | $3,332+13.1% |
| Admin fee / account holder | $7,825 | $3,827+104.5% | $5,801+34.9% | $4,645+68.4% |