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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 | $67,544 | $59,440+13.6% | $78,004-13.4% | $82,637-18.3% |
| Participation rate | 68.0% | 62.8%+5.2pp | 69.4%-1.4pp | 68.1%-0.1pp |
| Annual return | 12.56% | 40.24%-27.7pp | 31.07%-18.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,425 | $1,750+38.5% | $2,469-1.8% | $2,552-5.0% |
| Participant deferral / active EE | $3,587 | $3,138+14.3% | $4,092-12.3% | $4,126-13.1% |
| Admin fee / account holder | $16,190 | $5,504+194.1% | $7,578+113.6% | $7,339+120.6% |