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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 | $61,251 | $37,446+63.6% | $77,513-21.0% | $79,852-23.3% |
| Participation rate | 56.4% | 41.5%+14.8pp | 54.2%+2.2pp | 69.6%-13.3pp |
| Annual return | 9.57% | 39.76%-30.2pp | 54.81%-45.2pp | 31.72%-22.1pp |
| Employer contribution / active EE | $758 | $637+19.0% | $987-23.2% | $2,471-69.3% |
| Participant deferral / active EE | $1,972 | $1,261+56.4% | $1,861+6.0% | $3,740-47.3% |
| Admin fee / account holder | $310 | $2,506-87.6% | $2,859-89.2% | $5,306-94.2% |