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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 | $45,939 | $36,140+27.1% | $73,658-37.6% | $64,340-28.6% |
| Participation rate | 42.7% | 31.0%+11.7pp | 57.0%-14.4pp | 55.2%-12.6pp |
| Annual return | 11.92% | 21.48%-9.6pp | 29.72%-17.8pp | 24.14%-12.2pp |
| Employer contribution / active EE | $559 | $443+26.0% | $1,032-45.9% | $1,862-70.0% |
| Participant deferral / active EE | $2,803 | $1,023+174.1% | $2,062+36.0% | $2,980-5.9% |
| Admin fee / account holder | $12,469 | $2,513+396.2% | $3,357+271.5% | $3,703+236.8% |