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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 | $72,789 | $77,896-6.6% | $134,172-45.7% | $82,448-11.7% |
| Participation rate | 68.8% | 62.8%+6.0pp | 72.5%-3.7pp | 68.1%+0.7pp |
| Annual return | 10.80% | 18.21%-7.4pp | 25.30%-14.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,029 | $2,159+40.3% | $3,420-11.4% | $2,551+18.8% |
| Participant deferral / active EE | $4,000 | $3,162+26.5% | $4,690-14.7% | $4,139-3.4% |
| Admin fee / account holder | $27,166 | $6,336+328.7% | $12,016+126.1% | $7,234+275.5% |