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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 | $54,036 | $65,027-16.9% | $90,970-40.6% | $79,852-32.3% |
| Participation rate | 63.6% | 61.6%+2.0pp | 69.0%-5.4pp | 69.6%-6.0pp |
| Annual return | 8.13% | 30.45%-22.3pp | 134.58%-126.5pp | 31.72%-23.6pp |
| Employer contribution / active EE | $1,249 | $1,247+0.2% | $2,122-41.1% | $2,471-49.4% |
| Participant deferral / active EE | $3,470 | $2,512+38.2% | $3,373+2.9% | $3,740-7.2% |
| Admin fee / account holder | $11,459 | $4,535+152.7% | $5,960+92.3% | $5,306+116.0% |