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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 | $54,240 | $67,411-19.5% | $91,004-40.4% | $70,126-22.7% |
| Participation rate | 55.2% | 71.4%-16.2pp | 75.6%-20.4pp | 69.5%-14.4pp |
| Annual return | 11.07% | -40.16%+51.2pp | 4.60%+6.5pp | 73.15%-62.1pp |
| Employer contribution / active EE | $347 | $1,786-80.6% | $2,456-85.9% | $2,343-85.2% |
| Participant deferral / active EE | $1,493 | $2,823-47.1% | $3,548-57.9% | $3,332-55.2% |
| Admin fee / account holder | $1,565 | $4,236-63.1% | $5,417-71.1% | $4,645-66.3% |