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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 | $48,050-6.5% | $96,754-53.6% | $64,340-30.2% |
| Participation rate | 57.9% | 40.6%+17.4pp | 70.3%-12.3pp | 55.2%+2.7pp |
| Annual return | 11.58% | 23.41%-11.8pp | 82.04%-70.5pp | 24.14%-12.6pp |
| Employer contribution / active EE | $1,176 | $1,204-2.3% | $2,679-56.1% | $1,862-36.8% |
| Participant deferral / active EE | $1,841 | $2,191-16.0% | $4,758-61.3% | $2,980-38.2% |
| Admin fee / account holder | $2,695 | $3,741-28.0% | $8,905-69.7% | $3,703-27.2% |