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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 | $74,535-6.1% | $100,712-30.5% | $82,637-15.3% |
| Participation rate | 64.4% | 61.2%+3.2pp | 69.3%-4.9pp | 68.1%-3.6pp |
| Annual return | 11.45% | 18.92%-7.5pp | 33.27%-21.8pp | 53.51%-42.1pp |
| Employer contribution / active EE | $2,506 | $1,503+66.8% | $2,313+8.4% | $2,552-1.8% |
| Participant deferral / active EE | $3,968 | $3,074+29.1% | $4,085-2.9% | $4,126-3.8% |
| Admin fee / account holder | $8,331 | $6,576+26.7% | $9,256-10.0% | $7,339+13.5% |