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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 | $48,647 | $58,512-16.9% | $84,020-42.1% | $72,983-33.3% |
| Participation rate | 65.4% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.1pp |
| Annual return | 8.93% | 28.93%-20.0pp | 71.31%-62.4pp | 81.01%-72.1pp |
| Employer contribution / active EE | $1,398 | $1,163+20.2% | $1,984-29.5% | $2,440-42.7% |
| Participant deferral / active EE | $2,396 | $2,394+0.1% | $3,239-26.0% | $3,608-33.6% |
| Admin fee / account holder | $1,677 | $4,569-63.3% | $6,101-72.5% | $5,124-67.3% |