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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 | $74,515 | $81,358-8.4% | $155,556-52.1% | $80,959-8.0% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 10.35% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,999 | $3,106-3.5% | $4,675-35.9% | $2,757+8.8% |
| Participant deferral / active EE | $3,116 | $3,455-9.8% | $5,631-44.7% | $4,300-27.5% |
| Admin fee / account holder | $5,184 | $7,994-35.1% | $15,885-67.4% | $6,925-25.1% |