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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 | $57,647 | $48,364+19.2% | $71,796-19.7% | $62,881-8.3% |
| Participation rate | 38.7% | 60.6%-21.9pp | 69.1%-30.4pp | 69.3%-30.6pp |
| Annual return | 3.24% | 13.16%-9.9pp | 78.04%-74.8pp | 20.14%-16.9pp |
| Employer contribution / active EE | $390 | $1,042-62.6% | $1,924-79.7% | $2,281-82.9% |
| Participant deferral / active EE | $2,547 | $2,091+21.8% | $2,794-8.9% | $3,203-20.5% |
| Admin fee / account holder | $1,048 | $3,771-72.2% | $4,815-78.2% | $4,296-75.6% |