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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 | $40,547 | $54,541-25.7% | $78,778-48.5% | $70,126-42.2% |
| Participation rate | 61.5% | 60.8%+0.7pp | 69.2%-7.7pp | 69.5%-8.0pp |
| Annual return | 11.18% | 21.07%-9.9pp | 35.62%-24.4pp | 73.15%-62.0pp |
| Employer contribution / active EE | $993 | $1,089-8.8% | $1,986-50.0% | $2,343-57.6% |
| Participant deferral / active EE | $2,347 | $2,210+6.2% | $2,958-20.7% | $3,332-29.6% |
| Admin fee / account holder | $1,434 | $3,709-61.3% | $5,134-72.1% | $4,645-69.1% |