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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 | $51,299 | $55,902-8.2% | $76,030-32.5% | $80,959-36.6% |
| Participation rate | 41.8% | 62.1%-20.2pp | 69.1%-27.2pp | 67.7%-25.8pp |
| Annual return | 9.68% | 20.59%-10.9pp | 361.54%-351.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $662 | $1,867-64.5% | $2,688-75.4% | $2,757-76.0% |
| Participant deferral / active EE | $2,043 | $3,051-33.0% | $4,257-52.0% | $4,300-52.5% |
| Admin fee / account holder | $4,348 | $5,239-17.0% | $6,421-32.3% | $6,925-37.2% |