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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 | $86,330-47.4% | $121,871-62.7% | $94,015-51.7% |
| Participation rate | 69.2% | 66.7%+2.6pp | 73.2%-4.0pp | 70.8%-1.6pp |
| Annual return | 9.13% | 14.95%-5.8pp | 13.57%-4.4pp | 17.84%-8.7pp |
| Employer contribution / active EE | $1,079 | $2,292-52.9% | $2,731-60.5% | $2,790-61.3% |
| Participant deferral / active EE | $2,742 | $3,146-12.9% | $4,318-36.5% | $4,249-35.5% |
| Admin fee / account holder | $3,983 | $7,346-45.8% | $11,551-65.5% | $8,951-55.5% |