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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 | $52,241 | $41,377+26.3% | $109,313-52.2% | $62,881-16.9% |
| Participation rate | 63.9% | 57.5%+6.3pp | 71.3%-7.4pp | 69.3%-5.4pp |
| Annual return | 4.52% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,623 | $1,276+27.2% | $3,892-58.3% | $2,281-28.8% |
| Participant deferral / active EE | $2,297 | $2,045+12.3% | $3,166-27.5% | $3,203-28.3% |
| Admin fee / account holder | $3,958 | $2,884+37.2% | $5,666-30.2% | $4,296-7.9% |