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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 | $41,942 | $32,037+30.9% | $69,182-39.4% | $62,881-33.3% |
| Participation rate | 51.2% | 43.4%+7.7pp | 55.1%-4.0pp | 69.3%-18.1pp |
| Annual return | -0.80% | 15.16%-16.0pp | -21.93%+21.1pp | 20.14%-20.9pp |
| Employer contribution / active EE | $522 | $679-23.2% | $1,206-56.8% | $2,281-77.1% |
| Participant deferral / active EE | $1,499 | $1,185+26.5% | $1,897-21.0% | $3,203-53.2% |
| Admin fee / account holder | $2,468 | $2,608-5.4% | $2,697-8.5% | $4,296-42.5% |