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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 | $46,878 | $49,976-6.2% | $66,674-29.7% | $82,637-43.3% |
| Participation rate | 64.4% | 63.1%+1.3pp | 73.7%-9.3pp | 68.1%-3.7pp |
| Annual return | 13.16% | 39.09%-25.9pp | 321.24%-308.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,007 | $1,988-49.4% | $2,620-61.6% | $2,552-60.5% |
| Participant deferral / active EE | $2,212 | $2,847-22.3% | $4,084-45.8% | $4,126-46.4% |
| Admin fee / account holder | $1,141 | $4,594-75.2% | $5,098-77.6% | $7,339-84.4% |