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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 | $49,976-13.9% | $66,674-35.4% | $82,637-47.9% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 11.11% | 39.09%-28.0pp | 321.24%-310.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,705 | $1,988-14.2% | $2,620-34.9% | $2,552-33.2% |
| Participant deferral / active EE | $2,358 | $2,847-17.2% | $4,084-42.3% | $4,126-42.9% |
| Admin fee / account holder | $4,082 | $4,594-11.1% | $5,098-19.9% | $7,339-44.4% |