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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 | $48,100 | $46,297+3.9% | $71,671-32.9% | $62,293-22.8% |
| Participation rate | 35.0% | 60.6%-25.6pp | 68.7%-33.7pp | 69.5%-34.5pp |
| Annual return | 10.78% | 22.32%-11.5pp | 20.65%-9.9pp | 28.90%-18.1pp |
| Employer contribution / active EE | $3,039 | $1,412+115.2% | $2,460+23.5% | $2,042+48.8% |
| Participant deferral / active EE | $919 | $2,235-58.9% | $3,438-73.3% | $3,169-71.0% |
| Admin fee / account holder | $37,968 | $461+8142.9% | $5,558+583.1% | $479+7820.8% |