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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 | $51,631-6.4% | $129,397-62.7% | $80,925-40.3% |
| Participation rate | 60.3% | 56.9%+3.4pp | 69.6%-9.3pp | 67.7%-7.3pp |
| Annual return | 10.50% | 20.77%-10.3pp | 9453.98%-9443.5pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,527 | $1,583-3.5% | $4,154-63.2% | $2,756-44.6% |
| Participant deferral / active EE | $3,325 | $2,670+24.5% | $4,167-20.2% | $4,299-22.7% |
| Admin fee / account holder | $4,412 | $4,309+2.4% | $7,679-42.5% | $6,940-36.4% |