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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 | $69,966 | $73,787-5.2% | $98,716-29.1% | $82,448-15.1% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.3%-4.9pp | 68.1%-3.7pp |
| Annual return | 11.45% | 18.57%-7.1pp | 31.81%-20.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,506 | $1,511+65.9% | $2,279+10.0% | $2,551-1.7% |
| Participant deferral / active EE | $3,968 | $3,081+28.8% | $4,048-2.0% | $4,139-4.1% |
| Admin fee / account holder | $8,331 | $6,500+28.2% | $8,703-4.3% | $7,234+15.2% |