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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 | $43,767 | $67,606-35.3% | $82,313-46.8% | $70,131-37.6% |
| Participation rate | 56.2% | 72.8%-16.6pp | 76.9%-20.7pp | 69.5%-13.4pp |
| Annual return | 11.40% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,017 | $1,755-42.1% | $2,428-58.1% | $2,342-56.6% |
| Participant deferral / active EE | $2,583 | $2,987-13.5% | $3,706-30.3% | $3,332-22.5% |
| Admin fee / account holder | $7,197 | $4,512+59.5% | $5,608+28.3% | $4,645+54.9% |