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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 | $49,547 | $90,400-45.2% | $186,193-73.4% | $87,485-43.4% |
| Participation rate | 69.0% | 66.2%+2.8pp | 77.1%-8.1pp | 68.9%+0.1pp |
| Annual return | 12.16% | 22.15%-10.0pp | 78.03%-65.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $867 | $2,170-60.1% | $3,918-77.9% | $2,596-66.6% |
| Participant deferral / active EE | $2,143 | $4,330-50.5% | $6,513-67.1% | $4,274-49.8% |
| Admin fee / account holder | $7,377 | $8,673-14.9% | $11,058-33.3% | $7,775-5.1% |