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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 | $60,079 | $56,054+7.2% | $171,082-64.9% | $62,881-4.5% |
| Participation rate | 61.1% | 62.9%-1.8pp | 76.7%-15.6pp | 69.3%-8.2pp |
| Annual return | 4.79% | 22.52%-17.7pp | 32.56%-27.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,370 | $1,731+36.9% | $4,002-40.8% | $2,281+3.9% |
| Participant deferral / active EE | $2,835 | $3,158-10.2% | $4,797-40.9% | $3,203-11.5% |
| Admin fee / account holder | $7,884 | $3,647+116.2% | $8,520-7.5% | $4,296+83.5% |