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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 | $45,090 | $57,590-21.7% | $86,233-47.7% | $82,448-45.3% |
| Participation rate | 64.4% | 57.9%+6.6pp | 69.0%-4.6pp | 68.1%-3.6pp |
| Annual return | 11.06% | 22.41%-11.4pp | 61.39%-50.3pp | 41.64%-30.6pp |
| Employer contribution / active EE | $528 | $1,655-68.1% | $2,504-78.9% | $2,551-79.3% |
| Participant deferral / active EE | $4,564 | $3,080+48.2% | $4,559+0.1% | $4,139+10.3% |
| Admin fee / account holder | $2,005 | $4,730-57.6% | $8,342-76.0% | $7,234-72.3% |