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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 | $44,879 | $36,948+21.5% | $73,658-39.1% | $87,485-48.7% |
| Participation rate | 46.5% | 46.8%-0.3pp | 57.0%-10.5pp | 68.9%-22.4pp |
| Annual return | 13.19% | 28.64%-15.5pp | 29.72%-16.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,215 | $670+81.3% | $1,032+17.7% | $2,596-53.2% |
| Participant deferral / active EE | $2,677 | $1,379+94.2% | $2,062+29.9% | $4,274-37.3% |
| Admin fee / account holder | $16,002 | $2,531+532.3% | $3,357+376.7% | $7,775+105.8% |