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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 | $68,125 | $62,086+9.7% | $90,259-24.5% | $64,340+5.9% |
| Participation rate | 68.1% | 53.9%+14.2pp | 70.7%-2.7pp | 55.2%+12.8pp |
| Annual return | 11.54% | 16.73%-5.2pp | 18.88%-7.3pp | 24.14%-12.6pp |
| Employer contribution / active EE | $833 | $1,883-55.7% | $2,291-63.6% | $1,862-55.2% |
| Participant deferral / active EE | $2,213 | $2,557-13.5% | $3,827-42.2% | $2,980-25.8% |
| Admin fee / account holder | $2,211 | $3,317-33.4% | $7,267-69.6% | $3,703-40.3% |