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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 | $55,920 | $65,376-14.5% | $87,104-35.8% | $65,185-14.2% |
| Participation rate | 48.0% | 75.3%-27.3pp | 76.9%-28.9pp | 70.2%-22.2pp |
| Annual return | 4.73% | 31.27%-26.5pp | 28.19%-23.5pp | 29.38%-24.7pp |
| Employer contribution / active EE | $1,240 | $1,822-31.9% | $2,521-50.8% | $2,177-43.0% |
| Participant deferral / active EE | $2,123 | $3,388-37.4% | $4,048-47.6% | $3,514-39.6% |
| Admin fee / account holder | $2,246 | $520+332.1% | $7,491-70.0% | $847+165.1% |