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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 | $52,860 | $94,031-43.8% | $115,768-54.3% | $82,448-35.9% |
| Participation rate | 69.7% | 70.4%-0.7pp | 74.4%-4.7pp | 68.1%+1.7pp |
| Annual return | 11.17% | 20.61%-9.4pp | 100.46%-89.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $926 | $2,323-60.1% | $2,940-68.5% | $2,551-63.7% |
| Participant deferral / active EE | $2,245 | $3,972-43.5% | $4,917-54.3% | $4,139-45.8% |
| Admin fee / account holder | $2,724 | $10,249-73.4% | $12,439-78.1% | $7,234-62.3% |