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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 | $49,246 | $93,598-47.4% | $135,974-63.8% | $75,173-34.5% |
| Participation rate | 67.4% | 75.2%-7.8pp | 81.9%-14.5pp | 67.2%+0.2pp |
| Annual return | 12.64% | 30.89%-18.2pp | 68.30%-55.7pp | 160.72%-148.1pp |
| Employer contribution / active EE | $2,492 | $3,538-29.6% | $4,859-48.7% | $2,671-6.7% |
| Participant deferral / active EE | $5,518 | $6,405-13.8% | $7,760-28.9% | $4,126+33.7% |
| Admin fee / account holder | $14,582 | $6,978+109.0% | $10,767+35.4% | $5,651+158.1% |