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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 | $67,315 | $64,920+3.7% | $103,693-35.1% | $86,983-22.6% |
| Participation rate | 62.2% | 63.6%-1.4pp | 72.6%-10.4pp | 69.5%-7.3pp |
| Annual return | 8.24% | 30.29%-22.1pp | 47.61%-39.4pp | 25.83%-17.6pp |
| Employer contribution / active EE | $1,519 | $2,141-29.1% | $2,920-48.0% | $2,584-41.2% |
| Participant deferral / active EE | $2,807 | $3,241-13.4% | $4,579-38.7% | $4,194-33.1% |
| Admin fee / account holder | $5,145 | $6,191-16.9% | $7,858-34.5% | $7,856-34.5% |