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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 | $79,539 | $77,358+2.8% | $102,184-22.2% | $87,485-9.1% |
| Participation rate | 48.1% | 78.7%-30.5pp | 82.6%-34.4pp | 68.9%-20.8pp |
| Annual return | 13.83% | 41.11%-27.3pp | 31.58%-17.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $999 | $2,562-61.0% | $3,594-72.2% | $2,596-61.5% |
| Participant deferral / active EE | $3,342 | $6,753-50.5% | $8,309-59.8% | $4,274-21.8% |
| Admin fee / account holder | $8,468 | $6,809+24.4% | $11,609-27.1% | $7,775+8.9% |