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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 | $52,032 | $45,343+14.8% | $150,298-65.4% | $67,986-23.5% |
| Participation rate | 48.6% | 51.9%-3.2pp | 77.8%-29.1pp | 57.2%-8.6pp |
| Annual return | 10.04% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.6pp |
| Employer contribution / active EE | $825 | $1,462-43.6% | $4,154-80.1% | $2,019-59.1% |
| Participant deferral / active EE | $2,051 | $2,055-0.2% | $5,453-62.4% | $3,358-38.9% |
| Admin fee / account holder | $7,871 | $2,250+249.9% | $14,116-44.2% | $3,203+145.7% |