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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 | $50,282 | $41,377+21.5% | $109,313-54.0% | $62,881-20.0% |
| Participation rate | 52.8% | 57.5%-4.8pp | 71.3%-18.5pp | 69.3%-16.5pp |
| Annual return | 3.69% | 11.05%-7.4pp | 22.07%-18.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,324 | $1,276+82.1% | $3,892-40.3% | $2,281+1.9% |
| Participant deferral / active EE | $5,206 | $2,045+154.6% | $3,166+64.4% | $3,203+62.5% |
| Admin fee / account holder | $8,362 | $2,884+189.9% | $5,666+47.6% | $4,296+94.6% |