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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 | $62,275 | $76,407-18.5% | $150,298-58.6% | $82,448-24.5% |
| Participation rate | 67.2% | 66.4%+0.8pp | 77.8%-10.6pp | 68.1%-0.9pp |
| Annual return | 12.83% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,174 | $2,614-16.8% | $4,154-47.7% | $2,551-14.8% |
| Participant deferral / active EE | $1,354 | $3,214-57.9% | $5,453-75.2% | $4,139-67.3% |
| Admin fee / account holder | $5,466 | $6,352-14.0% | $14,116-61.3% | $7,234-24.5% |