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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 | $52,827 | $48,078+9.9% | $78,676-32.9% | $62,881-16.0% |
| Participation rate | 57.6% | 65.2%-7.6pp | 73.6%-16.0pp | 69.3%-11.7pp |
| Annual return | 3.80% | 31.36%-27.6pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,203 | $2,015-40.3% | $2,850-57.8% | $2,281-47.2% |
| Participant deferral / active EE | $2,901 | $2,587+12.1% | $3,517-17.5% | $3,203-9.4% |
| Admin fee / account holder | $363 | $3,206-88.7% | $4,510-91.9% | $4,296-91.5% |