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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 | $45,555 | $60,349-24.5% | $74,184-38.6% | $62,881-27.6% |
| Participation rate | 69.7% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.4pp |
| Annual return | -0.85% | 21.38%-22.2pp | 17.74%-18.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,002 | $1,680-40.4% | $2,370-57.7% | $2,281-56.1% |
| Participant deferral / active EE | $1,607 | $2,856-43.7% | $3,550-54.7% | $3,203-49.8% |
| Admin fee / account holder | $5,010 | $4,261+17.6% | $5,586-10.3% | $4,296+16.6% |