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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 | $62,086+12.3% | $90,259-22.8% | $64,340+8.3% |
| Participation rate | 47.1% | 53.9%-6.8pp | 70.7%-23.7pp | 55.2%-8.2pp |
| Annual return | 11.39% | 16.73%-5.3pp | 18.88%-7.5pp | 24.14%-12.8pp |
| Employer contribution / active EE | $1,414 | $1,883-24.9% | $2,291-38.3% | $1,862-24.1% |
| Participant deferral / active EE | $2,719 | $2,557+6.3% | $3,827-28.9% | $2,980-8.8% |
| Admin fee / account holder | $3,418 | $3,317+3.0% | $7,267-53.0% | $3,703-7.7% |