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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 | $50,883 | $67,602-24.7% | $82,312-38.2% | $70,126-27.4% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.3pp |
| Annual return | 9.62% | 21.57%-11.9pp | 25.88%-16.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $1,024 | $1,755-41.7% | $2,428-57.8% | $2,343-56.3% |
| Participant deferral / active EE | $1,610 | $2,987-46.1% | $3,706-56.6% | $3,332-51.7% |
| Admin fee / account holder | $3,450 | $4,512-23.5% | $5,608-38.5% | $4,645-25.7% |