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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 | $43,799 | $48,337-9.4% | $67,560-35.2% | $80,959-45.9% |
| Participation rate | 69.0% | 66.4%+2.6pp | 72.9%-3.9pp | 67.7%+1.4pp |
| Annual return | 9.64% | 18.26%-8.6pp | 3533.50%-3523.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,933 | $2,023-4.4% | $2,737-29.4% | $2,757-29.9% |
| Participant deferral / active EE | $3,202 | $2,928+9.4% | $4,004-20.0% | $4,300-25.5% |
| Admin fee / account holder | $630 | $3,695-83.0% | $3,994-84.2% | $6,925-90.9% |