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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 | $57,950 | $47,944+20.9% | $67,834-14.6% | $62,881-7.8% |
| Participation rate | 60.0% | 61.1%-1.1pp | 68.8%-8.8pp | 69.3%-9.3pp |
| Annual return | 3.50% | 11.77%-8.3pp | 138.47%-135.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $309 | $1,562-80.2% | $2,403-87.1% | $2,281-86.4% |
| Participant deferral / active EE | $1,528 | $2,247-32.0% | $3,160-51.6% | $3,203-52.3% |
| Admin fee / account holder | $21,301 | $3,712+473.9% | $4,622+360.8% | $4,296+395.9% |