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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 | $59,789 | $77,896-23.2% | $134,172-55.4% | $82,448-27.5% |
| Participation rate | 69.2% | 62.8%+6.4pp | 72.5%-3.2pp | 68.1%+1.2pp |
| Annual return | 9.96% | 18.21%-8.3pp | 25.30%-15.3pp | 41.64%-31.7pp |
| Employer contribution / active EE | $972 | $2,159-55.0% | $3,420-71.6% | $2,551-61.9% |
| Participant deferral / active EE | $3,172 | $3,162+0.3% | $4,690-32.4% | $4,139-23.4% |
| Admin fee / account holder | $14,656 | $6,336+131.3% | $12,016+22.0% | $7,234+102.6% |