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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 | $48,398 | $78,027-38.0% | $178,528-72.9% | $80,925-40.2% |
| Participation rate | 67.6% | 65.7%+1.9pp | 77.1%-9.5pp | 67.7%-0.1pp |
| Annual return | 10.72% | 18.09%-7.4pp | 27.11%-16.4pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,728 | $2,281-24.3% | $3,950-56.3% | $2,756-37.3% |
| Participant deferral / active EE | $4,346 | $4,408-1.4% | $6,278-30.8% | $4,299+1.1% |
| Admin fee / account holder | $3,509 | $7,168-51.0% | $10,419-66.3% | $6,940-49.4% |