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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 | $50,059 | $46,534+7.6% | $64,097-21.9% | $75,177-33.4% |
| Participation rate | 41.4% | 65.9%-24.6pp | 72.3%-30.9pp | 67.2%-25.8pp |
| Annual return | 6.10% | 26.07%-20.0pp | 33.75%-27.6pp | 160.75%-154.7pp |
| Employer contribution / active EE | $489 | $1,976-75.2% | $2,750-82.2% | $2,671-81.7% |
| Participant deferral / active EE | $1,248 | $2,835-56.0% | $3,881-67.8% | $4,126-69.8% |
| Admin fee / account holder | $4,905 | $2,957+65.9% | $3,070+59.8% | $5,651-13.2% |