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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 | $69,695 | $63,904+9.1% | $89,340-22.0% | $67,986+2.5% |
| Participation rate | 47.1% | 54.3%-7.3pp | 69.6%-22.5pp | 57.2%-10.1pp |
| Annual return | 11.39% | 18.09%-6.7pp | 20.57%-9.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,414 | $1,627-13.1% | $2,231-36.6% | $2,019-30.0% |
| Participant deferral / active EE | $2,719 | $2,691+1.1% | $3,823-28.9% | $3,358-19.0% |
| Admin fee / account holder | $3,418 | $3,315+3.1% | $6,704-49.0% | $3,203+6.7% |