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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 | $69,988 | $81,487-14.1% | $102,412-31.7% | $80,935-13.5% |
| Participation rate | 66.0% | 66.8%-0.8pp | 74.5%-8.5pp | 67.7%-1.7pp |
| Annual return | 9.73% | 25.60%-15.9pp | 24.94%-15.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,855 | $3,103-40.2% | $3,870-52.1% | $2,757-32.7% |
| Participant deferral / active EE | $3,932 | $3,871+1.6% | $5,060-22.3% | $4,299-8.6% |
| Admin fee / account holder | $67,841 | $6,717+909.9% | $8,388+708.8% | $6,924+879.7% |