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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 | $69,507 | $95,453-27.2% | $112,040-38.0% | $82,448-15.7% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 11.14% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $3,202 | $2,318+38.1% | $2,954+8.4% | $2,551+25.5% |
| Participant deferral / active EE | $4,146 | $4,224-1.8% | $5,098-18.7% | $4,139+0.2% |
| Admin fee / account holder | $26,360 | $9,013+192.5% | $12,098+117.9% | $7,234+264.4% |