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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 | $52,358 | $62,592-16.3% | $85,709-38.9% | $85,847-39.0% |
| Participation rate | 67.2% | 61.1%+6.1pp | 69.9%-2.6pp | 69.3%-2.1pp |
| Annual return | 10.44% | 23.77%-13.3pp | 21.49%-11.0pp | 318.61%-308.2pp |
| Employer contribution / active EE | $431 | $1,755-75.4% | $2,619-83.5% | $2,565-83.2% |
| Participant deferral / active EE | $3,045 | $2,802+8.6% | $3,924-22.4% | $3,952-23.0% |
| Admin fee / account holder | $9,879 | $4,643+112.8% | $6,876+43.7% | $6,261+57.8% |