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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 | $50,945 | $48,053+6.0% | $84,628-39.8% | $72,975-30.2% |
| Participation rate | 63.8% | 57.6%+6.3pp | 68.2%-4.4pp | 69.5%-5.7pp |
| Annual return | 13.36% | 37.39%-24.0pp | 258.80%-245.4pp | 81.01%-67.6pp |
| Employer contribution / active EE | $287 | $1,602-82.1% | $2,653-89.2% | $2,440-88.2% |
| Participant deferral / active EE | $1,598 | $2,681-40.4% | $3,900-59.0% | $3,608-55.7% |
| Admin fee / account holder | $2,082 | $3,395-38.7% | $4,914-57.6% | $5,124-59.4% |