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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 | $50,839 | $48,078+5.7% | $78,676-35.4% | $62,881-19.2% |
| Participation rate | 54.2% | 65.2%-11.0pp | 73.6%-19.3pp | 69.3%-15.1pp |
| Annual return | -0.85% | 31.36%-32.2pp | 62.19%-63.0pp | 20.14%-21.0pp |
| Employer contribution / active EE | $569 | $2,015-71.8% | $2,850-80.0% | $2,281-75.1% |
| Participant deferral / active EE | $1,107 | $2,587-57.2% | $3,517-68.5% | $3,203-65.4% |
| Admin fee / account holder | $2,118 | $3,206-33.9% | $4,510-53.0% | $4,296-50.7% |