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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 | $48,200 | $53,774-10.4% | $134,162-64.1% | $79,856-39.6% |
| Participation rate | 67.4% | 58.8%+8.7pp | 72.2%-4.7pp | 69.6%-2.2pp |
| Annual return | 10.04% | 19.01%-9.0pp | 36.35%-26.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $991 | $1,322-25.0% | $3,705-73.2% | $2,471-59.9% |
| Participant deferral / active EE | $2,459 | $2,420+1.6% | $3,500-29.7% | $3,741-34.3% |
| Admin fee / account holder | $7,367 | $3,985+84.9% | $6,685+10.2% | $5,306+38.8% |