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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 | $64,341 | $49,255+30.6% | $70,494-8.7% | $79,856-19.4% |
| Participation rate | 52.5% | 69.2%-16.7pp | 75.1%-22.6pp | 69.6%-17.1pp |
| Annual return | 1.88% | 30.10%-28.2pp | 109.16%-107.3pp | 31.71%-29.8pp |
| Employer contribution / active EE | $1,093 | $2,100-48.0% | $2,738-60.1% | $2,471-55.8% |
| Participant deferral / active EE | $2,938 | $2,768+6.2% | $3,711-20.8% | $3,741-21.4% |
| Admin fee / account holder | $4,138 | $2,879+43.7% | $3,848+7.5% | $5,306-22.0% |