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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 | $83,321 | $81,262+2.5% | $155,602-46.5% | $80,911+3.0% |
| Participation rate | 68.0% | 66.2%+1.8pp | 78.2%-10.2pp | 67.6%+0.4pp |
| Annual return | 10.07% | 33.34%-23.3pp | 64.81%-54.7pp | 35.63%-25.6pp |
| Employer contribution / active EE | $2,440 | $3,102-21.4% | $4,675-47.8% | $2,756-11.5% |
| Participant deferral / active EE | $4,413 | $3,451+27.9% | $5,629-21.6% | $4,297+2.7% |
| Admin fee / account holder | $31,452 | $7,992+293.6% | $15,923+97.5% | $6,935+353.6% |