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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 | $50,922 | $64,920-21.6% | $103,693-50.9% | $86,983-41.5% |
| Participation rate | 65.5% | 63.6%+1.9pp | 72.6%-7.2pp | 69.5%-4.1pp |
| Annual return | 5.11% | 30.29%-25.2pp | 47.61%-42.5pp | 25.83%-20.7pp |
| Employer contribution / active EE | $1,861 | $2,141-13.1% | $2,920-36.3% | $2,584-28.0% |
| Participant deferral / active EE | $4,934 | $3,241+52.3% | $4,579+7.8% | $4,194+17.7% |
| Admin fee / account holder | $7,095 | $6,191+14.6% | $7,858-9.7% | $7,856-9.7% |