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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 | $48,327 | $51,638-6.4% | $129,406-62.7% | $80,959-40.3% |
| Participation rate | 60.3% | 56.9%+3.4pp | 69.6%-9.3pp | 67.7%-7.3pp |
| Annual return | 10.50% | 20.78%-10.3pp | 9468.18%-9457.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,527 | $1,584-3.6% | $4,155-63.3% | $2,757-44.6% |
| Participant deferral / active EE | $3,325 | $2,670+24.5% | $4,167-20.2% | $4,300-22.7% |
| Admin fee / account holder | $4,412 | $4,313+2.3% | $7,689-42.6% | $6,925-36.3% |