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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 | $48,338 | $58,627-17.5% | $76,735-37.0% | $82,448-41.4% |
| Participation rate | 63.8% | 63.2%+0.6pp | 69.5%-5.7pp | 68.1%-4.2pp |
| Annual return | 9.11% | 39.10%-30.0pp | 29.77%-20.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $2,333 | $1,729+34.9% | $2,454-4.9% | $2,551-8.5% |
| Participant deferral / active EE | $4,209 | $3,134+34.3% | $4,088+3.0% | $4,139+1.7% |
| Admin fee / account holder | $39,530 | $5,323+642.7% | $7,189+449.8% | $7,234+446.4% |