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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 | $52,726 | $69,444-24.1% | $92,985-43.3% | $87,485-39.7% |
| Participation rate | 69.8% | 63.3%+6.5pp | 69.5%+0.3pp | 68.9%+0.8pp |
| Annual return | 7.73% | 23.85%-16.1pp | 27.99%-20.3pp | 26.06%-18.3pp |
| Employer contribution / active EE | $1,733 | $1,917-9.6% | $2,662-34.9% | $2,596-33.2% |
| Participant deferral / active EE | $2,698 | $3,364-19.8% | $4,377-38.4% | $4,274-36.9% |
| Admin fee / account holder | $12,562 | $6,137+104.7% | $9,463+32.7% | $7,775+61.6% |