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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 | $45,055 | $64,517-30.2% | $81,438-44.7% | $80,874-44.3% |
| Participation rate | 62.2% | 63.9%-1.7pp | 69.5%-7.3pp | 67.6%-5.5pp |
| Annual return | 7.24% | 16.35%-9.1pp | 24.74%-17.5pp | 35.62%-28.4pp |
| Employer contribution / active EE | $1,679 | $1,982-15.3% | $2,460-31.8% | $2,756-39.1% |
| Participant deferral / active EE | $4,041 | $3,096+30.5% | $3,883+4.1% | $4,297-6.0% |
| Admin fee / account holder | $3,099 | $5,677-45.4% | $5,764-46.2% | $6,935-55.3% |