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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 | $68,525 | $76,551-10.5% | $123,894-44.7% | $62,881+9.0% |
| Participation rate | 67.9% | 73.0%-5.1pp | 81.4%-13.6pp | 69.3%-1.4pp |
| Annual return | 5.49% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,657 | $2,882-7.8% | $4,617-42.4% | $2,281+16.5% |
| Participant deferral / active EE | $7,159 | $4,840+47.9% | $5,984+19.6% | $3,203+123.5% |
| Admin fee / account holder | $24,423 | $4,826+406.1% | $8,357+192.2% | $4,296+468.5% |