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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 | $49,384 | $71,197-30.6% | $93,669-47.3% | $80,925-39.0% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.7%-2.1pp |
| Annual return | 9.51% | 11.27%-1.8pp | 133.59%-124.1pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,844 | $1,565+17.9% | $2,424-23.9% | $2,756-33.1% |
| Participant deferral / active EE | $2,691 | $4,036-33.3% | $4,416-39.1% | $4,299-37.4% |
| Admin fee / account holder | $9,531 | $6,959+37.0% | $8,291+15.0% | $6,940+37.3% |