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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 | $41,109 | $64,920-36.7% | $103,693-60.4% | $86,983-52.7% |
| Participation rate | 69.8% | 63.6%+6.2pp | 72.6%-2.9pp | 69.5%+0.2pp |
| Annual return | 10.12% | 30.29%-20.2pp | 47.61%-37.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $1,419 | $2,141-33.7% | $2,920-51.4% | $2,584-45.1% |
| Participant deferral / active EE | $2,033 | $3,241-37.3% | $4,579-55.6% | $4,194-51.5% |
| Admin fee / account holder | $6,004 | $6,191-3.0% | $7,858-23.6% | $7,856-23.6% |