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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 | $40,693 | $52,580-22.6% | $71,671-43.2% | $70,126-42.0% |
| Participation rate | 68.4% | 60.9%+7.5pp | 68.7%-0.3pp | 69.5%-1.1pp |
| Annual return | 5.94% | 20.25%-14.3pp | 20.65%-14.7pp | 73.15%-67.2pp |
| Employer contribution / active EE | $1,775 | $1,616+9.8% | $2,460-27.8% | $2,343-24.2% |
| Participant deferral / active EE | $2,734 | $2,386+14.6% | $3,438-20.5% | $3,332-17.9% |
| Admin fee / account holder | $3,143 | $3,653-13.9% | $5,558-43.4% | $4,645-32.3% |