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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 | $50,545 | $86,919-41.8% | $102,457-50.7% | $80,911-37.5% |
| Participation rate | 69.7% | 72.4%-2.6pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 7.78% | 18.90%-11.1pp | 29.41%-21.6pp | 35.63%-27.9pp |
| Employer contribution / active EE | $1,532 | $2,368-35.3% | $3,022-49.3% | $2,756-44.4% |
| Participant deferral / active EE | $2,131 | $4,119-48.3% | $5,054-57.8% | $4,297-50.4% |
| Admin fee / account holder | $9,519 | $8,049+18.3% | $9,451+0.7% | $6,935+37.3% |