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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 | $58,627-28.2% | $76,735-45.2% | $82,448-49.0% |
| Participation rate | 65.6% | 63.2%+2.4pp | 69.5%-3.9pp | 68.1%-2.5pp |
| Annual return | 11.05% | 39.10%-28.0pp | 29.77%-18.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,639 | $1,729-5.2% | $2,454-33.2% | $2,551-35.7% |
| Participant deferral / active EE | $3,501 | $3,134+11.7% | $4,088-14.4% | $4,139-15.4% |
| Admin fee / account holder | $12,144 | $5,323+128.2% | $7,189+68.9% | $7,234+67.9% |