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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 | $56,175 | $48,364+16.2% | $71,796-21.8% | $62,881-10.7% |
| Participation rate | 64.3% | 60.6%+3.7pp | 69.1%-4.8pp | 69.3%-5.0pp |
| Annual return | 4.41% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $304 | $1,042-70.8% | $1,924-84.2% | $2,281-86.7% |
| Participant deferral / active EE | $1,801 | $2,091-13.9% | $2,794-35.5% | $3,203-43.8% |
| Admin fee / account holder | $8,574 | $3,771+127.3% | $4,815+78.1% | $4,296+99.6% |