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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 | $55,127 | $48,078+14.7% | $78,676-29.9% | $62,881-12.3% |
| Participation rate | 67.4% | 65.2%+2.2pp | 73.6%-6.2pp | 69.3%-1.9pp |
| Annual return | 3.05% | 31.36%-28.3pp | 62.19%-59.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,144 | $2,015-43.2% | $2,850-59.8% | $2,281-49.8% |
| Participant deferral / active EE | $1,826 | $2,587-29.4% | $3,517-48.1% | $3,203-43.0% |
| Admin fee / account holder | $947 | $3,206-70.5% | $4,510-79.0% | $4,296-77.9% |