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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 | $44,283 | $47,848-7.5% | $81,473-45.6% | $70,126-36.9% |
| Participation rate | 69.2% | 58.3%+11.0pp | 68.0%+1.3pp | 69.5%-0.3pp |
| Annual return | 9.85% | 27.25%-17.4pp | 38.78%-28.9pp | 73.15%-63.3pp |
| Employer contribution / active EE | $1,486 | $1,527-2.7% | $2,568-42.1% | $2,343-36.5% |
| Participant deferral / active EE | $3,458 | $2,453+41.0% | $3,537-2.2% | $3,332+3.8% |
| Admin fee / account holder | $28,060 | $3,145+792.3% | $4,561+515.2% | $4,645+504.0% |