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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 | $45,133 | $32,037+40.9% | $69,182-34.8% | $62,881-28.2% |
| Participation rate | 46.7% | 43.4%+3.2pp | 55.1%-8.4pp | 69.3%-22.6pp |
| Annual return | 2.67% | 15.16%-12.5pp | -21.93%+24.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,279 | $679+88.3% | $1,206+6.0% | $2,281-43.9% |
| Participant deferral / active EE | $3,665 | $1,185+209.2% | $1,897+93.2% | $3,203+14.4% |
| Admin fee / account holder | $86,565 | $2,608+3218.9% | $2,697+3110.0% | $4,296+1915.1% |