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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 | $53,313 | $51,466+3.6% | $78,778-32.3% | $62,293-14.4% |
| Participation rate | 39.5% | 59.8%-20.3pp | 69.2%-29.7pp | 69.5%-30.0pp |
| Annual return | 12.00% | 19.96%-8.0pp | 35.62%-23.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $351 | $827-57.6% | $1,986-82.3% | $2,042-82.8% |
| Participant deferral / active EE | $1,068 | $2,147-50.3% | $2,958-63.9% | $3,169-66.3% |
| Admin fee / account holder | $2,098 | $489+328.8% | $5,134-59.1% | $479+337.8% |