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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 | $43,720 | $43,075+1.5% | $74,577-41.4% | $62,881-30.5% |
| Participation rate | 45.7% | 58.1%-12.3pp | 68.1%-22.4pp | 69.3%-23.6pp |
| Annual return | 4.06% | 17.50%-13.4pp | 20.47%-16.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $648 | $1,498-56.7% | $2,525-74.3% | $2,281-71.6% |
| Participant deferral / active EE | $3,102 | $2,389+29.8% | $3,458-10.3% | $3,203-3.2% |
| Admin fee / account holder | $458 | $2,840-83.9% | $4,138-88.9% | $4,296-89.3% |