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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 | $40,383 | $41,016-1.5% | $152,093-73.4% | $64,097-37.0% |
| Participation rate | 66.1% | 51.3%+14.7pp | 77.8%-11.7pp | 55.2%+10.9pp |
| Annual return | 8.64% | 39.60%-31.0pp | 66.36%-57.7pp | 34.64%-26.0pp |
| Employer contribution / active EE | $2,186 | $1,342+62.9% | $4,175-47.6% | $1,891+15.6% |
| Participant deferral / active EE | $3,263 | $1,927+69.3% | $5,451-40.1% | $3,080+5.9% |
| Admin fee / account holder | $2,665 | $2,305+15.6% | $14,497-81.6% | $3,454-22.9% |