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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 | $43,577 | $41,377+5.3% | $109,313-60.1% | $62,881-30.7% |
| Participation rate | 63.4% | 57.5%+5.9pp | 71.3%-7.9pp | 69.3%-5.9pp |
| Annual return | 4.53% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $857 | $1,276-32.8% | $3,892-78.0% | $2,281-62.4% |
| Participant deferral / active EE | $1,744 | $2,045-14.7% | $3,166-44.9% | $3,203-45.6% |
| Admin fee / account holder | $3,920 | $2,884+35.9% | $5,666-30.8% | $4,296-8.7% |