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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 | $52,024 | $35,183+47.9% | $73,545-29.3% | $70,124-25.8% |
| Participation rate | 50.0% | 42.9%+7.1pp | 54.9%-4.9pp | 69.5%-19.5pp |
| Annual return | 10.39% | 26.90%-16.5pp | -15.16%+25.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $598 | $1,220-50.9% | $1,806-66.9% | $3,332-82.0% |
| Admin fee / account holder | $842 | $2,302-63.4% | $2,320-63.7% | $4,645-81.9% |