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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 | $57,725 | $50,554+14.2% | $67,681-14.7% | $87,485-34.0% |
| Participation rate | 46.7% | 67.7%-21.1pp | 73.7%-27.1pp | 68.9%-22.3pp |
| Annual return | 8.20% | 17.81%-9.6pp | 590.58%-582.4pp | 26.06%-17.9pp |
| Employer contribution / active EE | $509 | $1,988-74.4% | $2,678-81.0% | $2,596-80.4% |
| Participant deferral / active EE | $2,111 | $2,961-28.7% | $3,976-46.9% | $4,274-50.6% |
| Admin fee / account holder | $4,600 | $4,132+11.3% | $6,100-24.6% | $7,775-40.8% |