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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 | $28,893 | $64,920-55.5% | $103,693-72.1% | $86,983-66.8% |
| Participation rate | 65.4% | 63.6%+1.8pp | 72.6%-7.3pp | 69.5%-4.2pp |
| Annual return | 11.72% | 30.29%-18.6pp | 47.61%-35.9pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,375 | $2,141-35.8% | $2,920-52.9% | $2,584-46.8% |
| Participant deferral / active EE | $4,201 | $3,241+29.6% | $4,579-8.3% | $4,194+0.2% |
| Admin fee / account holder | $10,755 | $6,191+73.7% | $7,858+36.9% | $7,856+36.9% |