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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 | $41,097 | $81,276-49.4% | $155,574-73.6% | $80,925-49.2% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 9.13% | 33.36%-24.2pp | 64.87%-55.7pp | 35.65%-26.5pp |
| Employer contribution / active EE | $2,512 | $3,103-19.1% | $4,676-46.3% | $2,756-8.9% |
| Participant deferral / active EE | $5,123 | $3,453+48.4% | $5,629-9.0% | $4,299+19.2% |
| Admin fee / account holder | $14,233 | $7,993+78.1% | $15,914-10.6% | $6,940+105.1% |