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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 | $43,054 | $64,920-33.7% | $103,693-58.5% | $86,983-50.5% |
| Participation rate | 66.7% | 63.6%+3.1pp | 72.6%-6.0pp | 69.5%-2.9pp |
| Annual return | 11.11% | 30.29%-19.2pp | 47.61%-36.5pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,705 | $2,141-20.3% | $2,920-41.6% | $2,584-34.0% |
| Participant deferral / active EE | $2,358 | $3,241-27.3% | $4,579-48.5% | $4,194-43.8% |
| Admin fee / account holder | $4,082 | $6,191-34.1% | $7,858-48.1% | $7,856-48.0% |