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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 | $54,365 | $45,438+19.6% | $80,004-32.0% | $59,633-8.8% |
| Participation rate | 55.9% | 63.7%-7.8pp | 73.0%-17.1pp | 68.7%-12.7pp |
| Annual return | -3.80% | 5.10%-8.9pp | 7.63%-11.4pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $749 | $1,236-39.4% | $2,473-69.7% | $2,203-66.0% |
| Participant deferral / active EE | $1,744 | $2,231-21.8% | $3,204-45.6% | $3,192-45.4% |
| Admin fee / account holder | $3,091 | $3,464-10.8% | $5,033-38.6% | $4,297-28.1% |