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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 | $47,026 | $81,262-42.1% | $155,602-69.8% | $80,911-41.9% |
| Participation rate | 69.7% | 66.2%+3.5pp | 78.2%-8.5pp | 67.6%+2.0pp |
| Annual return | 10.09% | 33.34%-23.3pp | 64.81%-54.7pp | 35.63%-25.5pp |
| Employer contribution / active EE | $810 | $3,102-73.9% | $4,675-82.7% | $2,756-70.6% |
| Participant deferral / active EE | $3,454 | $3,451+0.1% | $5,629-38.6% | $4,297-19.6% |
| Admin fee / account holder | $5,811 | $7,992-27.3% | $15,923-63.5% | $6,935-16.2% |