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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 | $43,805 | $53,128-17.5% | $86,581-49.4% | $70,124-37.5% |
| Participation rate | 67.7% | 65.3%+2.4pp | 73.5%-5.8pp | 69.5%-1.8pp |
| Annual return | 11.28% | 27.66%-16.4pp | 965.06%-953.8pp | 73.14%-61.9pp |
| Employer contribution / active EE | $904 | $2,068-56.3% | $2,840-68.2% | $2,342-61.4% |
| Participant deferral / active EE | $2,283 | $2,695-15.3% | $3,609-36.7% | $3,332-31.5% |
| Admin fee / account holder | $4,598 | $3,584+28.3% | $4,904-6.2% | $4,645-1.0% |