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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 | $48,958 | $76,834-36.3% | $108,359-54.8% | $87,485-44.0% |
| Participation rate | 69.0% | 61.7%+7.3pp | 70.1%-1.1pp | 68.9%+0.1pp |
| Annual return | 8.77% | 19.09%-10.3pp | 36.89%-28.1pp | 26.06%-17.3pp |
| Employer contribution / active EE | $470 | $1,556-69.8% | $2,399-80.4% | $2,596-81.9% |
| Participant deferral / active EE | $2,900 | $3,100-6.5% | $4,137-29.9% | $4,274-32.1% |
| Admin fee / account holder | $3,026 | $6,537-53.7% | $9,741-68.9% | $7,775-61.1% |