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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 | $44,827 | $78,015-42.5% | $178,505-74.9% | $80,959-44.6% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.5pp | 67.7%-1.0pp |
| Annual return | 8.81% | 18.10%-9.3pp | 27.16%-18.3pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,468 | $4,406-44.0% | $6,280-60.7% | $4,300-42.6% |
| Admin fee / account holder | $7,296 | $7,160+1.9% | $10,428-30.0% | $6,925+5.3% |