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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 | $58,931 | $58,627+0.5% | $76,735-23.2% | $82,448-28.5% |
| Participation rate | 38.5% | 63.2%-24.8pp | 69.5%-31.0pp | 68.1%-29.6pp |
| Annual return | 9.88% | 39.10%-29.2pp | 29.77%-19.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $332 | $1,729-80.8% | $2,454-86.5% | $2,551-87.0% |
| Participant deferral / active EE | $1,751 | $3,134-44.1% | $4,088-57.2% | $4,139-57.7% |
| Admin fee / account holder | $6,424 | $5,323+20.7% | $7,189-10.6% | $7,234-11.2% |