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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 | $53,809 | $65,034-17.3% | $90,970-40.8% | $79,856-32.6% |
| Participation rate | 46.0% | 61.6%-15.6pp | 69.0%-23.0pp | 69.6%-23.6pp |
| Annual return | 9.29% | 30.45%-21.2pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,054 | $1,247-15.5% | $2,122-50.3% | $2,471-57.4% |
| Participant deferral / active EE | $2,643 | $2,512+5.2% | $3,373-21.6% | $3,741-29.3% |
| Admin fee / account holder | $569 | $4,536-87.4% | $5,961-90.4% | $5,306-89.3% |