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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 | $48,137 | $68,880-30.1% | $120,580-60.1% | $80,959-40.5% |
| Participation rate | 63.3% | 61.7%+1.6pp | 72.0%-8.6pp | 67.7%-4.3pp |
| Annual return | 9.07% | 23.68%-14.6pp | 107.48%-98.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,129 | $2,066-45.4% | $3,469-67.5% | $2,757-59.1% |
| Participant deferral / active EE | $2,304 | $3,191-27.8% | $4,995-53.9% | $4,300-46.4% |
| Admin fee / account holder | $6,774 | $5,785+17.1% | $9,418-28.1% | $6,925-2.2% |