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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 | $60,617 | $51,708+17.2% | $106,619-43.1% | $62,881-3.6% |
| Participation rate | 67.6% | 66.9%+0.8pp | 78.0%-10.3pp | 69.3%-1.7pp |
| Annual return | 3.35% | 4.69%-1.3pp | 9.42%-6.1pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,728 | $1,764-2.0% | $3,947-56.2% | $2,281-24.2% |
| Participant deferral / active EE | $2,682 | $2,315+15.8% | $3,930-31.8% | $3,203-16.3% |
| Admin fee / account holder | $5,128 | $3,349+53.1% | $6,418-20.1% | $4,296+19.4% |