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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 | $40,436 | $54,541-25.9% | $78,778-48.7% | $70,126-42.3% |
| Participation rate | 65.9% | 60.8%+5.1pp | 69.2%-3.3pp | 69.5%-3.6pp |
| Annual return | 11.62% | 21.07%-9.4pp | 35.62%-24.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $887 | $1,089-18.5% | $1,986-55.3% | $2,343-62.1% |
| Participant deferral / active EE | $1,568 | $2,210-29.0% | $2,958-47.0% | $3,332-52.9% |
| Admin fee / account holder | $4,472 | $3,709+20.6% | $5,134-12.9% | $4,645-3.7% |