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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 | $43,749-7.7% | $158,223-74.5% | $65,306-38.2% |
| Participation rate | 66.1% | 56.9%+9.2pp | 79.2%-13.1pp | 57.7%+8.4pp |
| Annual return | 8.64% | 19.41%-10.8pp | 52.09%-43.4pp | 21.94%-13.3pp |
| Employer contribution / active EE | $2,186 | $1,497+46.0% | $4,109-46.8% | $1,967+11.1% |
| Participant deferral / active EE | $3,263 | $2,019+61.6% | $5,467-40.3% | $2,959+10.3% |
| Admin fee / account holder | $2,665 | $1,930+38.0% | $16,047-83.4% | $3,480-23.4% |