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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 | $46,871 | $54,541-14.1% | $78,778-40.5% | $70,126-33.2% |
| Participation rate | 67.2% | 60.8%+6.4pp | 69.2%-2.0pp | 69.5%-2.4pp |
| Annual return | 11.53% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $367 | $1,089-66.2% | $1,986-81.5% | $2,343-84.3% |
| Participant deferral / active EE | $3,172 | $2,210+43.5% | $2,958+7.2% | $3,332-4.8% |
| Admin fee / account holder | $5,716 | $3,709+54.1% | $5,134+11.3% | $4,645+23.0% |