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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 | $65,246+5.4% | $98,716-30.4% | $67,986+1.1% |
| Participation rate | 59.5% | 51.4%+8.1pp | 69.3%-9.8pp | 57.2%+2.3pp |
| Annual return | 11.92% | 20.58%-8.7pp | 31.81%-19.9pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,183 | $1,042+13.5% | $2,279-48.1% | $2,019-41.4% |
| Participant deferral / active EE | $2,304 | $2,594-11.2% | $4,048-43.1% | $3,358-31.4% |
| Admin fee / account holder | $4,031 | $4,561-11.6% | $8,703-53.7% | $3,203+25.8% |