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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 | $44,261 | $32,037+38.2% | $69,182-36.0% | $62,881-29.6% |
| Participation rate | 53.3% | 43.4%+9.9pp | 55.1%-1.8pp | 69.3%-16.0pp |
| Annual return | 2.46% | 15.16%-12.7pp | -21.93%+24.4pp | 20.14%-17.7pp |
| Employer contribution / active EE | $752 | $679+10.8% | $1,206-37.6% | $2,281-67.0% |
| Participant deferral / active EE | $1,725 | $1,185+45.5% | $1,897-9.0% | $3,203-46.1% |
| Admin fee / account holder | $373 | $2,608-85.7% | $2,697-86.2% | $4,296-91.3% |