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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 | $51,959 | $53,774-3.4% | $134,162-61.3% | $79,852-34.9% |
| Participation rate | 65.2% | 58.8%+6.4pp | 72.2%-7.0pp | 69.6%-4.4pp |
| Annual return | 3.42% | 19.01%-15.6pp | 36.35%-32.9pp | 31.72%-28.3pp |
| Employer contribution / active EE | $1,484 | $1,322+12.3% | $3,705-60.0% | $2,471-40.0% |
| Participant deferral / active EE | $2,453 | $2,420+1.4% | $3,500-29.9% | $3,740-34.4% |
| Admin fee / account holder | $13,370 | $3,985+235.5% | $6,685+100.0% | $5,306+152.0% |