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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 | $49,657-7.8% | $93,063-50.8% | $67,986-32.7% |
| Participation rate | 51.0% | 49.9%+1.0pp | 72.1%-21.1pp | 57.2%-6.2pp |
| Annual return | 12.87% | 26.27%-13.4pp | 34.15%-21.3pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,016 | $1,279-20.5% | $2,476-59.0% | $2,019-49.7% |
| Participant deferral / active EE | $1,799 | $2,484-27.6% | $3,958-54.6% | $3,358-46.4% |
| Admin fee / account holder | $6,624 | $2,843+133.0% | $6,033+9.8% | $3,203+106.8% |