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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 | $44,907 | $36,948+21.5% | $73,658-39.0% | $87,485-48.7% |
| Participation rate | 56.8% | 46.8%+10.0pp | 57.0%-0.2pp | 68.9%-12.1pp |
| Annual return | 10.83% | 28.64%-17.8pp | 29.72%-18.9pp | 26.06%-15.2pp |
| Employer contribution / active EE | $623 | $670-7.0% | $1,032-39.7% | $2,596-76.0% |
| Participant deferral / active EE | $3,412 | $1,379+147.4% | $2,062+65.5% | $4,274-20.2% |
| Admin fee / account holder | $11,495 | $2,531+354.2% | $3,357+242.5% | $7,775+47.9% |