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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 | $46,986 | $64,517-27.2% | $81,438-42.3% | $80,874-41.9% |
| Participation rate | 67.7% | 63.9%+3.8pp | 69.5%-1.8pp | 67.6%+0.1pp |
| Annual return | 9.75% | 16.35%-6.6pp | 24.74%-15.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,610 | $1,982-18.8% | $2,460-34.6% | $2,756-41.6% |
| Participant deferral / active EE | $3,212 | $3,096+3.7% | $3,883-17.3% | $4,297-25.3% |
| Admin fee / account holder | $1,222 | $5,677-78.5% | $5,764-78.8% | $6,935-82.4% |