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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 | $45,940 | $81,457-43.6% | $103,378-55.6% | $80,911-43.2% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.6%-0.1pp |
| Annual return | 3.64% | 25.58%-21.9pp | 24.91%-21.3pp | 35.63%-32.0pp |
| Employer contribution / active EE | $1,758 | $3,107-43.4% | $3,870-54.6% | $2,756-36.2% |
| Participant deferral / active EE | $2,485 | $3,871-35.8% | $5,058-50.9% | $4,297-42.2% |
| Admin fee / account holder | $45,115 | $6,717+571.7% | $8,401+437.0% | $6,935+550.6% |