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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 | $75,595 | $64,920+16.4% | $103,693-27.1% | $86,983-13.1% |
| Participation rate | 62.1% | 63.6%-1.5pp | 72.6%-10.6pp | 69.5%-7.5pp |
| Annual return | 6.52% | 30.29%-23.8pp | 47.61%-41.1pp | 25.83%-19.3pp |
| Employer contribution / active EE | $1,746 | $2,141-18.4% | $2,920-40.2% | $2,584-32.4% |
| Participant deferral / active EE | $3,179 | $3,241-1.9% | $4,579-30.6% | $4,194-24.2% |
| Admin fee / account holder | $3,201 | $6,191-48.3% | $7,858-59.3% | $7,856-59.3% |