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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 | $72,607-37.5% | $90,259-49.7% | $87,485-48.1% |
| Participation rate | 69.2% | 64.8%+4.4pp | 70.7%-1.5pp | 68.9%+0.3pp |
| Annual return | 9.13% | 18.59%-9.5pp | 18.88%-9.7pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,079 | $1,919-43.8% | $2,291-52.9% | $2,596-58.4% |
| Participant deferral / active EE | $2,742 | $3,055-10.3% | $3,827-28.4% | $4,274-35.8% |
| Admin fee / account holder | $3,983 | $5,947-33.0% | $7,267-45.2% | $7,775-48.8% |