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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 | $55,380 | $54,541+1.5% | $78,778-29.7% | $70,124-21.0% |
| Participation rate | 35.2% | 60.8%-25.6pp | 69.2%-34.0pp | 69.5%-34.4pp |
| Annual return | 11.88% | 21.07%-9.2pp | 35.62%-23.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $790 | $1,089-27.4% | $1,986-60.2% | $2,342-66.3% |
| Participant deferral / active EE | $2,523 | $2,210+14.2% | $2,958-14.7% | $3,332-24.3% |
| Admin fee / account holder | $23,192 | $3,709+525.4% | $5,134+351.8% | $4,645+399.2% |