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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 | $76,715 | $96,289-20.3% | $213,469-64.1% | $87,485-12.3% |
| Participation rate | 68.8% | 69.6%-0.8pp | 77.1%-8.4pp | 68.9%-0.2pp |
| Annual return | 11.51% | 17.78%-6.3pp | 20.58%-9.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,048 | $3,035-32.5% | $4,994-59.0% | $2,596-21.1% |
| Participant deferral / active EE | $4,314 | $4,750-9.2% | $6,841-36.9% | $4,274+1.0% |
| Admin fee / account holder | $2,836 | $9,670-70.7% | $27,141-89.6% | $7,775-63.5% |