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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 | $45,459 | $52,279-13.0% | $89,414-49.2% | $79,852-43.1% |
| Participation rate | 67.9% | 57.5%+10.3pp | 68.0%-0.1pp | 69.6%-1.8pp |
| Annual return | 8.38% | 22.16%-13.8pp | 245.50%-237.1pp | 31.72%-23.3pp |
| Employer contribution / active EE | $1,762 | $1,572+12.1% | $2,586-31.9% | $2,471-28.7% |
| Participant deferral / active EE | $2,732 | $2,740-0.3% | $3,890-29.8% | $3,740-26.9% |
| Admin fee / account holder | $4,104 | $3,356+22.3% | $4,883-15.9% | $5,306-22.7% |