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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 | $60,680 | $88,672-31.6% | $105,223-42.3% | $82,448-26.4% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.4pp |
| Annual return | 10.44% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,112 | $3,048-63.5% | $3,689-69.9% | $2,551-56.4% |
| Participant deferral / active EE | $3,562 | $4,036-11.8% | $5,072-29.8% | $4,139-14.0% |
| Admin fee / account holder | $7,192 | $7,146+0.6% | $8,859-18.8% | $7,234-0.6% |