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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 | $45,273 | $46,877-3.4% | $122,354-63.0% | $70,124-35.4% |
| Participation rate | 64.9% | 58.2%+6.7pp | 71.6%-6.8pp | 69.5%-4.7pp |
| Annual return | 8.50% | 24.22%-15.7pp | 30.28%-21.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $2,210 | $1,288+71.5% | $4,051-45.4% | $2,342-5.7% |
| Participant deferral / active EE | $1,407 | $2,167-35.1% | $3,287-57.2% | $3,332-57.8% |
| Admin fee / account holder | $621 | $3,324-81.3% | $5,479-88.7% | $4,645-86.6% |