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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 | $50,448 | $48,364+4.3% | $71,796-29.7% | $62,881-19.8% |
| Participation rate | 51.0% | 60.6%-9.6pp | 69.1%-18.1pp | 69.3%-18.3pp |
| Annual return | 4.32% | 13.16%-8.8pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $392 | $1,042-62.3% | $1,924-79.6% | $2,281-82.8% |
| Participant deferral / active EE | $1,888 | $2,091-9.7% | $2,794-32.4% | $3,203-41.0% |
| Admin fee / account holder | $2,522 | $3,771-33.1% | $4,815-47.6% | $4,296-41.3% |