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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 | $57,292 | $43,075+33.0% | $74,577-23.2% | $62,881-8.9% |
| Participation rate | 25.6% | 58.1%-32.4pp | 68.1%-42.5pp | 69.3%-43.7pp |
| Annual return | 2.08% | 17.50%-15.4pp | 20.47%-18.4pp | 20.14%-18.1pp |
| Employer contribution / active EE | $559 | $1,498-62.7% | $2,525-77.9% | $2,281-75.5% |
| Participant deferral / active EE | $760 | $2,389-68.2% | $3,458-78.0% | $3,203-76.3% |
| Admin fee / account holder | $1,550 | $2,840-45.4% | $4,138-62.5% | $4,296-63.9% |