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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 | $49,351 | $54,763-9.9% | $90,324-45.4% | $72,976-32.4% |
| Participation rate | 69.1% | 65.2%+3.9pp | 73.3%-4.2pp | 69.5%-0.4pp |
| Annual return | 7.36% | 30.63%-23.3pp | 78.15%-70.8pp | 81.02%-73.7pp |
| Employer contribution / active EE | $1,059 | $2,093-49.4% | $2,856-62.9% | $2,440-56.6% |
| Participant deferral / active EE | $4,074 | $2,887+41.1% | $3,885+4.8% | $3,608+12.9% |
| Admin fee / account holder | $3,239 | $3,973-18.5% | $5,356-39.5% | $5,124-36.8% |