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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 | $51,604-6.3% | $129,295-62.6% | $80,874-40.2% |
| Participation rate | 60.3% | 57.0%+3.4pp | 69.6%-9.3pp | 67.6%-7.3pp |
| Annual return | 10.50% | 20.76%-10.3pp | 9429.28%-9418.8pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,527 | $1,585-3.6% | $4,157-63.3% | $2,756-44.6% |
| Participant deferral / active EE | $3,325 | $2,670+24.5% | $4,169-20.3% | $4,297-22.6% |
| Admin fee / account holder | $4,412 | $4,310+2.4% | $7,665-42.4% | $6,935-36.4% |