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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 | $73,110 | $58,523+24.9% | $99,479-26.5% | $72,976+0.2% |
| Participation rate | 66.7% | 64.6%+2.0pp | 73.8%-7.2pp | 69.5%-2.8pp |
| Annual return | 6.30% | 28.51%-22.2pp | 30.72%-24.4pp | 81.02%-74.7pp |
| Employer contribution / active EE | $2,773 | $1,512+83.4% | $2,540+9.2% | $2,440+13.6% |
| Participant deferral / active EE | $4,016 | $2,606+54.1% | $3,619+11.0% | $3,608+11.3% |
| Admin fee / account holder | $8,171 | $4,102+99.2% | $6,253+30.7% | $5,124+59.5% |