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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 | $60,350 | $58,512+3.1% | $84,020-28.2% | $72,983-17.3% |
| Participation rate | 68.8% | 61.2%+7.5pp | 69.0%-0.3pp | 69.5%-0.7pp |
| Annual return | 3.81% | 28.93%-25.1pp | 71.31%-67.5pp | 81.01%-77.2pp |
| Employer contribution / active EE | $1,638 | $1,163+40.9% | $1,984-17.4% | $2,440-32.8% |
| Participant deferral / active EE | $3,245 | $2,394+35.5% | $3,239+0.2% | $3,608-10.1% |
| Admin fee / account holder | $4,011 | $4,569-12.2% | $6,101-34.3% | $5,124-21.7% |