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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 | $45,413 | $67,894-33.1% | $89,340-49.2% | $82,448-44.9% |
| Participation rate | 69.2% | 64.0%+5.2pp | 69.6%-0.3pp | 68.1%+1.2pp |
| Annual return | 9.13% | 19.21%-10.1pp | 20.57%-11.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,079 | $1,828-41.0% | $2,231-51.6% | $2,551-57.7% |
| Participant deferral / active EE | $2,742 | $3,072-10.8% | $3,823-28.3% | $4,139-33.8% |
| Admin fee / account holder | $3,983 | $5,723-30.4% | $6,704-40.6% | $7,234-44.9% |