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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 | $41,483 | $77,472-46.5% | $100,392-58.7% | $80,935-48.7% |
| Participation rate | 68.3% | 76.9%-8.7pp | 81.5%-13.3pp | 67.7%+0.6pp |
| Annual return | 9.98% | 37.26%-27.3pp | 49.45%-39.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $462 | $2,800-83.5% | $3,941-88.3% | $2,757-83.2% |
| Participant deferral / active EE | $3,899 | $6,818-42.8% | $8,090-51.8% | $4,299-9.3% |
| Admin fee / account holder | $7,069 | $5,885+20.1% | $7,904-10.6% | $6,924+2.1% |