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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 | $57,242 | $76,407-25.1% | $150,298-61.9% | $82,448-30.6% |
| Participation rate | 67.4% | 66.4%+1.0pp | 77.8%-10.3pp | 68.1%-0.6pp |
| Annual return | 11.94% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,633 | $2,614+0.7% | $4,154-36.6% | $2,551+3.2% |
| Participant deferral / active EE | $2,840 | $3,214-11.6% | $5,453-47.9% | $4,139-31.4% |
| Admin fee / account holder | $392 | $6,352-93.8% | $14,116-97.2% | $7,234-94.6% |