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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 | $46,091 | $86,940-47.0% | $102,434-55.0% | $80,935-43.1% |
| Participation rate | 68.2% | 72.4%-4.2pp | 76.5%-8.3pp | 67.7%+0.5pp |
| Annual return | 7.06% | 18.89%-11.8pp | 29.46%-22.4pp | 35.66%-28.6pp |
| Employer contribution / active EE | $1,746 | $2,370-26.3% | $3,023-42.2% | $2,757-36.6% |
| Participant deferral / active EE | $2,403 | $4,121-41.7% | $5,055-52.5% | $4,299-44.1% |
| Admin fee / account holder | $22,130 | $8,047+175.0% | $9,462+133.9% | $6,924+219.6% |