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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 | $62,807 | $93,617-32.9% | $135,982-53.8% | $75,177-16.5% |
| Participation rate | 68.2% | 75.2%-7.0pp | 81.9%-13.7pp | 67.2%+1.0pp |
| Annual return | 14.30% | 30.89%-16.6pp | 68.32%-54.0pp | 160.75%-146.5pp |
| Employer contribution / active EE | $1,686 | $3,538-52.4% | $4,859-65.3% | $2,671-36.9% |
| Participant deferral / active EE | $6,480 | $6,406+1.2% | $7,760-16.5% | $4,126+57.0% |
| Admin fee / account holder | $6,732 | $6,980-3.5% | $10,767-37.5% | $5,651+19.1% |