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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 | $68,748 | $64,010+7.4% | $108,359-36.6% | $64,340+6.9% |
| Participation rate | 59.5% | 49.4%+10.2pp | 70.1%-10.6pp | 55.2%+4.3pp |
| Annual return | 11.92% | 19.74%-7.8pp | 36.89%-25.0pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,183 | $1,029+15.0% | $2,399-50.7% | $1,862-36.5% |
| Participant deferral / active EE | $2,304 | $2,395-3.8% | $4,137-44.3% | $2,980-22.7% |
| Admin fee / account holder | $4,031 | $4,885-17.5% | $9,741-58.6% | $3,703+8.9% |