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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 | $44,347 | $63,904-30.6% | $89,340-50.4% | $67,986-34.8% |
| Participation rate | 57.1% | 54.3%+2.8pp | 69.6%-12.4pp | 57.2%-0.1pp |
| Annual return | 7.54% | 18.09%-10.6pp | 20.57%-13.0pp | 31.67%-24.1pp |
| Employer contribution / active EE | $2,656 | $1,627+63.2% | $2,231+19.1% | $2,019+31.6% |
| Participant deferral / active EE | $3,302 | $2,691+22.7% | $3,823-13.6% | $3,358-1.7% |
| Admin fee / account holder | $27,687 | $3,315+735.3% | $6,704+313.0% | $3,203+764.4% |