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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 | $75,720-40.0% | $90,312-49.7% | $86,983-47.8% |
| Participation rate | 69.2% | 66.3%+3.0pp | 72.9%-3.7pp | 69.5%-0.3pp |
| Annual return | 9.13% | 18.55%-9.4pp | 18.90%-9.8pp | 25.83%-16.7pp |
| Employer contribution / active EE | $1,079 | $1,945-44.5% | $2,243-51.9% | $2,584-58.3% |
| Participant deferral / active EE | $2,742 | $3,001-8.6% | $3,749-26.9% | $4,194-34.6% |
| Admin fee / account holder | $3,983 | $6,201-35.8% | $8,248-51.7% | $7,856-49.3% |