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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 | $48,902 | $77,574-37.0% | $108,753-55.0% | $86,983-43.8% |
| Participation rate | 62.8% | 62.3%+0.5pp | 71.1%-8.3pp | 69.5%-6.7pp |
| Annual return | 10.30% | 18.42%-8.1pp | 37.47%-27.2pp | 25.83%-15.5pp |
| Employer contribution / active EE | $383 | $1,611-76.2% | $2,427-84.2% | $2,584-85.2% |
| Participant deferral / active EE | $3,152 | $3,128+0.7% | $4,115-23.4% | $4,194-24.9% |
| Admin fee / account holder | $17,479 | $6,529+167.7% | $10,320+69.4% | $7,856+122.5% |