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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 | $73,288 | $91,424-19.8% | $135,942-46.1% | $71,495+2.5% |
| Participation rate | 69.5% | 75.7%-6.2pp | 81.9%-12.4pp | 67.9%+1.6pp |
| Annual return | 13.52% | 29.90%-16.4pp | 68.28%-54.8pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,297 | $3,704-38.0% | $4,858-52.7% | $2,589-11.3% |
| Participant deferral / active EE | $3,767 | $7,092-46.9% | $7,759-51.5% | $4,291-12.2% |
| Admin fee / account holder | $1,103 | $1,266-12.9% | $10,764-89.8% | $1,588-30.5% |