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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 | $52,852 | $48,364+9.3% | $71,796-26.4% | $62,881-15.9% |
| Participation rate | 68.6% | 60.6%+7.9pp | 69.1%-0.5pp | 69.3%-0.7pp |
| Annual return | 2.88% | 13.16%-10.3pp | 78.04%-75.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $214 | $1,042-79.4% | $1,924-88.9% | $2,281-90.6% |
| Participant deferral / active EE | $3,669 | $2,091+75.4% | $2,794+31.3% | $3,203+14.5% |
| Admin fee / account holder | $357 | $3,771-90.5% | $4,815-92.6% | $4,296-91.7% |