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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 | $44,910 | $45,312-0.9% | $86,233-47.9% | $67,986-33.9% |
| Participation rate | 57.9% | 42.4%+15.5pp | 69.0%-11.1pp | 57.2%+0.7pp |
| Annual return | 11.58% | 24.79%-13.2pp | 61.39%-49.8pp | 31.67%-20.1pp |
| Employer contribution / active EE | $1,176 | $1,160+1.4% | $2,504-53.1% | $2,019-41.8% |
| Participant deferral / active EE | $1,841 | $2,185-15.7% | $4,559-59.6% | $3,358-45.2% |
| Admin fee / account holder | $2,695 | $3,295-18.2% | $8,342-67.7% | $3,203-15.9% |