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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 | $51,532 | $35,183+46.5% | $73,550-29.9% | $70,126-26.5% |
| Participation rate | 50.0% | 42.9%+7.1pp | 54.9%-4.9pp | 69.5%-19.5pp |
| Annual return | 7.22% | 26.90%-19.7pp | -15.16%+22.4pp | 73.15%-65.9pp |
| Employer contribution / active EE | $1,374 | $709+93.9% | $1,219+12.7% | $2,343-41.3% |
| Participant deferral / active EE | $2,192 | $1,220+79.7% | $1,804+21.5% | $3,332-34.2% |
| Admin fee / account holder | $16,729 | $2,302+626.6% | $2,320+621.2% | $4,645+260.1% |