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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 | $47,073 | $54,541-13.7% | $78,778-40.2% | $70,126-32.9% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 11.24% | 21.07%-9.8pp | 35.62%-24.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $674 | $1,089-38.1% | $1,986-66.0% | $2,343-71.2% |
| Participant deferral / active EE | $2,200 | $2,210-0.5% | $2,958-25.6% | $3,332-34.0% |
| Admin fee / account holder | $12,760 | $3,709+244.1% | $5,134+148.6% | $4,645+174.7% |