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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 | $81,276-8.3% | $155,574-52.1% | $80,925-7.9% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 10.35% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $2,999 | $3,103-3.4% | $4,676-35.9% | $2,756+8.8% |
| Participant deferral / active EE | $3,116 | $3,453-9.8% | $5,629-44.7% | $4,299-27.5% |
| Admin fee / account holder | $5,184 | $7,993-35.1% | $15,914-67.4% | $6,940-25.3% |