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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 | $45,770 | $53,583-14.6% | $114,563-60.0% | $64,340-28.9% |
| Participation rate | 51.0% | 47.4%+3.6pp | 72.9%-21.9pp | 55.2%-4.3pp |
| Annual return | 12.87% | 24.51%-11.6pp | 241.09%-228.2pp | 24.14%-11.3pp |
| Employer contribution / active EE | $1,016 | $1,087-6.5% | $2,592-60.8% | $1,862-45.4% |
| Participant deferral / active EE | $1,799 | $2,134-15.7% | $4,142-56.6% | $2,980-39.6% |
| Admin fee / account holder | $6,624 | $3,206+106.6% | $7,623-13.1% | $3,703+78.9% |