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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 | $53,502 | $65,367-18.2% | $92,915-42.4% | $72,976-26.7% |
| Participation rate | 67.3% | 68.3%-1.0pp | 76.0%-8.7pp | 69.5%-2.2pp |
| Annual return | 0.90% | 42.11%-41.2pp | 109.45%-108.5pp | 81.02%-80.1pp |
| Employer contribution / active EE | $821 | $2,594-68.4% | $3,653-77.5% | $2,440-66.4% |
| Participant deferral / active EE | $1,920 | $3,128-38.6% | $4,238-54.7% | $3,608-46.8% |
| Admin fee / account holder | $1,174 | $4,251-72.4% | $5,796-79.7% | $5,124-77.1% |