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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 | $43,671 | $58,057-24.8% | $97,032-55.0% | $86,983-49.8% |
| Participation rate | 66.7% | 60.4%+6.3pp | 71.6%-4.9pp | 69.5%-2.9pp |
| Annual return | 11.87% | 22.26%-10.4pp | 35.38%-23.5pp | 25.83%-14.0pp |
| Employer contribution / active EE | $2,303 | $1,663+38.4% | $2,629-12.4% | $2,584-10.9% |
| Participant deferral / active EE | $4,179 | $3,244+28.8% | $4,672-10.5% | $4,194-0.3% |
| Admin fee / account holder | $19,579 | $4,839+304.6% | $9,418+107.9% | $7,856+149.2% |