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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 | $45,872 | $43,496+5.5% | $161,489-71.6% | $64,340-28.7% |
| Participation rate | 55.0% | 53.5%+1.5pp | 78.7%-23.7pp | 55.2%-0.2pp |
| Annual return | 4.35% | 20.76%-16.4pp | 89.72%-85.4pp | 24.14%-19.8pp |
| Employer contribution / active EE | $807 | $1,431-43.6% | $4,268-81.1% | $1,862-56.6% |
| Participant deferral / active EE | $1,854 | $1,996-7.1% | $5,630-67.1% | $2,980-37.8% |
| Admin fee / account holder | $12,526 | $2,330+437.5% | $16,006-21.7% | $3,703+238.3% |