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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 | $41,336 | $54,757-24.5% | $90,304-54.2% | $72,975-43.4% |
| Participation rate | 68.9% | 65.2%+3.7pp | 73.3%-4.4pp | 69.5%-0.6pp |
| Annual return | 5.71% | 30.63%-24.9pp | 78.13%-72.4pp | 81.01%-75.3pp |
| Employer contribution / active EE | $2,530 | $2,093+20.8% | $2,855-11.4% | $2,440+3.7% |
| Participant deferral / active EE | $2,324 | $2,887-19.5% | $3,885-40.2% | $3,608-35.6% |
| Admin fee / account holder | $3,246 | $3,973-18.3% | $5,354-39.4% | $5,124-36.7% |