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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 | $62,441 | $58,099+7.5% | $76,872-18.8% | $75,173-16.9% |
| Participation rate | 59.3% | 63.9%-4.6pp | 69.6%-10.3pp | 67.2%-7.9pp |
| Annual return | 11.19% | 26.71%-15.5pp | 37.90%-26.7pp | 160.72%-149.5pp |
| Employer contribution / active EE | $1,838 | $1,996-7.9% | $2,533-27.4% | $2,671-31.2% |
| Participant deferral / active EE | $2,416 | $2,999-19.4% | $3,832-36.9% | $4,126-41.4% |
| Admin fee / account holder | $3,590 | $4,778-24.9% | $5,476-34.4% | $5,651-36.5% |