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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 | $48,710 | $48,364+0.7% | $71,796-32.2% | $62,881-22.5% |
| Participation rate | 64.5% | 60.6%+3.9pp | 69.1%-4.6pp | 69.3%-4.8pp |
| Annual return | 4.27% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $875 | $1,042-16.0% | $1,924-54.5% | $2,281-61.6% |
| Participant deferral / active EE | $3,501 | $2,091+67.4% | $2,794+25.3% | $3,203+9.3% |
| Admin fee / account holder | $13,837 | $3,771+266.9% | $4,815+187.4% | $4,296+222.1% |