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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 | $37,156+20.9% | $83,854-46.4% | $86,983-48.4% |
| Participation rate | 56.8% | 49.1%+7.8pp | 59.1%-2.3pp | 69.5%-12.7pp |
| Annual return | 10.83% | 29.88%-19.1pp | 31.39%-20.6pp | 25.83%-15.0pp |
| Employer contribution / active EE | $623 | $661-5.7% | $1,017-38.8% | $2,584-75.9% |
| Participant deferral / active EE | $3,412 | $1,418+140.6% | $2,035+67.6% | $4,194-18.7% |
| Admin fee / account holder | $11,495 | $2,510+358.0% | $3,197+259.6% | $7,856+46.3% |