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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 | $85,329 | $73,978+15.3% | $96,515-11.6% | $75,173+13.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 3.19% | 26.72%-23.5pp | 35.73%-32.5pp | 160.72%-157.5pp |
| Employer contribution / active EE | $2,673 | $2,931-8.8% | $3,740-28.5% | $2,671+0.1% |
| Participant deferral / active EE | $4,141 | $3,660+13.1% | $4,880-15.1% | $4,126+0.4% |
| Admin fee / account holder | $10,471 | $5,219+100.7% | $6,735+55.5% | $5,651+85.3% |