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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 | $57,752 | $74,535-22.5% | $100,712-42.7% | $82,637-30.1% |
| Participation rate | 64.4% | 61.2%+3.3pp | 69.3%-4.8pp | 68.1%-3.6pp |
| Annual return | 9.74% | 18.92%-9.2pp | 33.27%-23.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $833 | $1,503-44.5% | $2,313-64.0% | $2,552-67.3% |
| Participant deferral / active EE | $2,145 | $3,074-30.2% | $4,085-47.5% | $4,126-48.0% |
| Admin fee / account holder | $5,062 | $6,576-23.0% | $9,256-45.3% | $7,339-31.0% |