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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 | $48,941 | $36,948+32.5% | $73,658-33.6% | $87,485-44.1% |
| Participation rate | 52.9% | 46.8%+6.0pp | 57.0%-4.2pp | 68.9%-16.1pp |
| Annual return | 10.70% | 28.64%-17.9pp | 29.72%-19.0pp | 26.06%-15.4pp |
| Employer contribution / active EE | $858 | $670+28.1% | $1,032-16.9% | $2,596-66.9% |
| Participant deferral / active EE | $2,250 | $1,379+63.2% | $2,062+9.1% | $4,274-47.3% |
| Admin fee / account holder | $9,680 | $2,531+282.5% | $3,357+188.4% | $7,775+24.5% |