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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 | $44,720 | $35,183+27.1% | $73,550-39.2% | $70,126-36.2% |
| Participation rate | 63.5% | 42.9%+20.5pp | 54.9%+8.5pp | 69.5%-6.1pp |
| Annual return | 11.33% | 26.90%-15.6pp | -15.16%+26.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $953 | $709+34.5% | $1,219-21.8% | $2,343-59.3% |
| Participant deferral / active EE | $1,728 | $1,220+41.7% | $1,804-4.2% | $3,332-48.1% |
| Admin fee / account holder | $427 | $2,302-81.5% | $2,320-81.6% | $4,645-90.8% |