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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 | $65,897 | $86,922-24.2% | $102,438-35.7% | $80,874-18.5% |
| Participation rate | 67.7% | 72.4%-4.6pp | 76.5%-8.8pp | 67.6%+0.1pp |
| Annual return | 10.28% | 18.90%-8.6pp | 29.37%-19.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,843 | $2,369-22.2% | $3,024-39.0% | $2,756-33.1% |
| Participant deferral / active EE | $2,639 | $4,119-35.9% | $5,054-47.8% | $4,297-38.6% |
| Admin fee / account holder | $1,555 | $8,050-80.7% | $9,448-83.5% | $6,935-77.6% |