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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 | $42,085 | $69,444-39.4% | $92,985-54.7% | $87,485-51.9% |
| Participation rate | 65.6% | 63.3%+2.3pp | 69.5%-3.9pp | 68.9%-3.3pp |
| Annual return | 11.05% | 23.85%-12.8pp | 27.99%-16.9pp | 26.06%-15.0pp |
| Employer contribution / active EE | $1,639 | $1,917-14.5% | $2,662-38.4% | $2,596-36.9% |
| Participant deferral / active EE | $3,501 | $3,364+4.1% | $4,377-20.0% | $4,274-18.1% |
| Admin fee / account holder | $12,144 | $6,137+97.9% | $9,463+28.3% | $7,775+56.2% |