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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 | $79,732 | $78,423+1.7% | $95,964-16.9% | $79,856-0.2% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 7.95% | 19.37%-11.4pp | 91.64%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,248 | $1,945+15.6% | $2,541-11.5% | $2,471-9.0% |
| Participant deferral / active EE | $4,217 | $3,440+22.6% | $4,167+1.2% | $3,741+12.7% |
| Admin fee / account holder | $2,111 | $5,622-62.5% | $6,797-68.9% | $5,306-60.2% |