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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 | $43,335 | $58,493-25.9% | $84,023-48.4% | $72,976-40.6% |
| Participation rate | 63.3% | 61.2%+2.1pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 8.89% | 28.93%-20.0pp | 71.32%-62.4pp | 81.02%-72.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,153 | $2,394-10.1% | $3,239-33.5% | $3,608-40.3% |
| Admin fee / account holder | $7,871 | $4,569+72.3% | $6,102+29.0% | $5,124+53.6% |