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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 | $57,521 | $47,848+20.2% | $81,473-29.4% | $70,126-18.0% |
| Participation rate | 51.3% | 58.3%-7.0pp | 68.0%-16.7pp | 69.5%-18.3pp |
| Annual return | 11.19% | 27.25%-16.1pp | 38.78%-27.6pp | 73.15%-62.0pp |
| Employer contribution / active EE | $260 | $1,527-83.0% | $2,568-89.9% | $2,343-88.9% |
| Participant deferral / active EE | $1,605 | $2,453-34.6% | $3,537-54.6% | $3,332-51.8% |
| Admin fee / account holder | $887 | $3,145-71.8% | $4,561-80.6% | $4,645-80.9% |