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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 | $55,327 | $48,364+14.4% | $71,796-22.9% | $62,881-12.0% |
| Participation rate | 50.8% | 60.6%-9.8pp | 69.1%-18.3pp | 69.3%-18.5pp |
| Annual return | 2.84% | 13.16%-10.3pp | 78.04%-75.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $566 | $1,042-45.7% | $1,924-70.6% | $2,281-75.2% |
| Participant deferral / active EE | $1,470 | $2,091-29.7% | $2,794-47.4% | $3,203-54.1% |
| Admin fee / account holder | $1,132 | $3,771-70.0% | $4,815-76.5% | $4,296-73.6% |