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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 | $54,988 | $53,841+2.1% | $75,731-27.4% | $85,851-35.9% |
| Participation rate | 52.1% | 69.0%-17.0pp | 74.8%-22.7pp | 69.3%-17.2pp |
| Annual return | 11.77% | 24.54%-12.8pp | 104.65%-92.9pp | 318.63%-306.9pp |
| Employer contribution / active EE | $720 | $2,017-64.3% | $2,743-73.8% | $2,565-71.9% |
| Participant deferral / active EE | $2,299 | $2,895-20.6% | $3,820-39.8% | $3,952-41.8% |
| Admin fee / account holder | $9,384 | $3,340+180.9% | $3,620+159.2% | $6,261+49.9% |