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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 | $35,466 | $25,014+41.8% | $69,701-49.1% | $80,874-56.1% |
| Participation rate | 69.8% | 64.2%+5.6pp | 66.4%+3.4pp | 67.6%+2.2pp |
| Annual return | 11.09% | 19.07%-8.0pp | 100.32%-89.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,139 | $993+14.7% | $1,713-33.5% | $2,756-58.7% |
| Participant deferral / active EE | $1,888 | $1,839+2.7% | $2,887-34.6% | $4,297-56.1% |
| Admin fee / account holder | $3,066 | $2,488+23.2% | $4,717-35.0% | $6,935-55.8% |