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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 | $49,732 | $81,476-39.0% | $102,383-51.4% | $80,925-38.5% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 8.63% | 25.59%-17.0pp | 24.94%-16.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,785 | $3,105-42.5% | $3,870-53.9% | $2,756-35.2% |
| Participant deferral / active EE | $5,238 | $3,871+35.3% | $5,060+3.5% | $4,299+21.8% |
| Admin fee / account holder | $25,453 | $6,717+278.9% | $8,391+203.3% | $6,940+266.8% |