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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 | $43,886 | $65,027-32.5% | $90,970-51.8% | $79,852-45.0% |
| Participation rate | 65.0% | 61.6%+3.4pp | 69.0%-4.0pp | 69.6%-4.6pp |
| Annual return | 9.45% | 30.45%-21.0pp | 134.58%-125.1pp | 31.72%-22.3pp |
| Employer contribution / active EE | $1,006 | $1,247-19.4% | $2,122-52.6% | $2,471-59.3% |
| Participant deferral / active EE | $5,147 | $2,512+104.9% | $3,373+52.6% | $3,740+37.6% |
| Admin fee / account holder | $15,011 | $4,535+231.0% | $5,960+151.9% | $5,306+182.9% |