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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% | $69,632-49.1% | $80,959-56.2% |
| Participation rate | 69.8% | 64.2%+5.6pp | 66.4%+3.4pp | 67.7%+2.2pp |
| Annual return | 11.09% | 19.08%-8.0pp | 101.32%-90.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,139 | $991+14.9% | $1,708-33.3% | $2,757-58.7% |
| Participant deferral / active EE | $1,888 | $1,840+2.6% | $2,889-34.6% | $4,300-56.1% |
| Admin fee / account holder | $3,066 | $2,491+23.1% | $4,695-34.7% | $6,925-55.7% |