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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 | $62,505 | $54,541+14.6% | $78,778-20.7% | $70,124-10.9% |
| Participation rate | 51.3% | 60.8%-9.5pp | 69.2%-17.9pp | 69.5%-18.3pp |
| Annual return | 8.24% | 21.07%-12.8pp | 35.62%-27.4pp | 73.14%-64.9pp |
| Employer contribution / active EE | $271 | $1,089-75.1% | $1,986-86.4% | $2,342-88.4% |
| Participant deferral / active EE | $1,757 | $2,210-20.5% | $2,958-40.6% | $3,332-47.3% |
| Admin fee / account holder | $7,974 | $3,709+115.0% | $5,134+55.3% | $4,645+71.7% |