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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 | $74,911 | $72,492+3.3% | $87,104-14.0% | $72,975+2.7% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.9%-14.8pp | 69.5%-7.4pp |
| Annual return | 2.65% | 24.46%-21.8pp | 28.19%-25.5pp | 81.01%-78.4pp |
| Employer contribution / active EE | $3,630 | $1,894+91.7% | $2,521+44.0% | $2,440+48.8% |
| Participant deferral / active EE | $3,772 | $3,270+15.4% | $4,048-6.8% | $3,608+4.6% |
| Admin fee / account holder | $569 | $5,055-88.8% | $7,491-92.4% | $5,124-88.9% |