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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 | $51,152 | $46,599+9.8% | $64,101-20.2% | $75,173-32.0% |
| Participation rate | 21.6% | 65.9%-44.3pp | 72.3%-50.7pp | 67.2%-45.6pp |
| Annual return | 11.38% | 26.06%-14.7pp | 33.72%-22.3pp | 160.72%-149.3pp |
| Employer contribution / active EE | $507 | $1,975-74.3% | $2,749-81.5% | $2,671-81.0% |
| Participant deferral / active EE | $2,196 | $2,837-22.6% | $3,881-43.4% | $4,126-46.8% |
| Admin fee / account holder | $3,344 | $2,956+13.1% | $3,070+8.9% | $5,651-40.8% |