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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 | $45,343-10.9% | $150,298-73.1% | $67,986-40.6% |
| Participation rate | 66.1% | 51.9%+14.2pp | 77.8%-11.7pp | 57.2%+8.9pp |
| Annual return | 8.64% | 33.28%-24.6pp | 62.79%-54.1pp | 31.67%-23.0pp |
| Employer contribution / active EE | $2,186 | $1,462+49.6% | $4,154-47.4% | $2,019+8.3% |
| Participant deferral / active EE | $3,263 | $2,055+58.8% | $5,453-40.2% | $3,358-2.8% |
| Admin fee / account holder | $2,665 | $2,250+18.4% | $14,116-81.1% | $3,203-16.8% |