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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 | $60,555 | $59,804+1.3% | $81,982-26.1% | $79,856-24.2% |
| Participation rate | 64.0% | 61.6%+2.4pp | 69.3%-5.3pp | 69.6%-5.6pp |
| Annual return | 9.34% | 17.56%-8.2pp | 41.31%-32.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,240 | $1,713-27.6% | $2,498-50.4% | $2,471-49.8% |
| Participant deferral / active EE | $7,025 | $2,695+160.6% | $3,722+88.7% | $3,741+87.8% |
| Admin fee / account holder | $472 | $4,288-89.0% | $5,665-91.7% | $5,306-91.1% |