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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 | $51,409 | $65,367-21.4% | $92,915-44.7% | $72,976-29.6% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.2pp |
| Annual return | 9.43% | 42.11%-32.7pp | 109.45%-100.0pp | 81.02%-71.6pp |
| Employer contribution / active EE | $2,046 | $2,594-21.1% | $3,653-44.0% | $2,440-16.1% |
| Participant deferral / active EE | $5,869 | $3,128+87.6% | $4,238+38.5% | $3,608+62.7% |
| Admin fee / account holder | $1,581 | $4,251-62.8% | $5,796-72.7% | $5,124-69.1% |