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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 | $77,745 | $73,955+5.1% | $96,520-19.5% | $75,181+3.4% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 4.88% | 26.72%-21.8pp | 35.72%-30.8pp | 160.69%-155.8pp |
| Employer contribution / active EE | $824 | $2,930-71.9% | $3,739-78.0% | $2,671-69.2% |
| Participant deferral / active EE | $4,595 | $3,659+25.6% | $4,879-5.8% | $4,126+11.4% |
| Admin fee / account holder | $5,527 | $5,217+5.9% | $6,733-17.9% | $5,650-2.2% |