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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 | $58,125 | $49,255+18.0% | $70,494-17.5% | $79,856-27.2% |
| Participation rate | 54.8% | 69.2%-14.3pp | 75.1%-20.2pp | 69.6%-14.8pp |
| Annual return | 4.90% | 30.10%-25.2pp | 109.16%-104.3pp | 31.71%-26.8pp |
| Employer contribution / active EE | $950 | $2,100-54.8% | $2,738-65.3% | $2,471-61.6% |
| Participant deferral / active EE | $2,038 | $2,768-26.4% | $3,711-45.1% | $3,741-45.5% |
| Admin fee / account holder | $1,157 | $2,879-59.8% | $3,848-69.9% | $5,306-78.2% |