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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 | $44,708 | $48,053-7.0% | $84,623-47.2% | $72,983-38.7% |
| Participation rate | 55.6% | 57.6%-2.0pp | 68.2%-12.7pp | 69.5%-13.9pp |
| Annual return | 15.69% | 37.39%-21.7pp | 258.77%-243.1pp | 81.01%-65.3pp |
| Employer contribution / active EE | $887 | $1,602-44.6% | $2,652-66.6% | $2,440-63.6% |
| Participant deferral / active EE | $4,224 | $2,681+57.6% | $3,899+8.3% | $3,608+17.1% |
| Admin fee / account holder | $7,567 | $3,395+122.9% | $4,913+54.0% | $5,124+47.7% |