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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 | $68,416 | $56,110+21.9% | $94,993-28.0% | $70,131-2.4% |
| Participation rate | 57.7% | 65.0%-7.3pp | 73.9%-16.2pp | 69.5%-11.8pp |
| Annual return | 8.71% | 51.02%-42.3pp | 27.12%-18.4pp | 73.14%-64.4pp |
| Employer contribution / active EE | $1,364 | $1,442-5.4% | $2,603-47.6% | $2,342-41.8% |
| Participant deferral / active EE | $3,044 | $2,391+27.3% | $3,317-8.2% | $3,332-8.6% |
| Admin fee / account holder | $5,175 | $3,456+49.7% | $4,960+4.3% | $4,645+11.4% |