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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 | $51,363 | $46,596+10.2% | $64,099-19.9% | $75,181-31.7% |
| Participation rate | 61.3% | 65.9%-4.6pp | 72.3%-11.0pp | 67.2%-5.9pp |
| Annual return | 11.54% | 26.04%-14.5pp | 33.70%-22.2pp | 160.69%-149.1pp |
| Employer contribution / active EE | $707 | $1,975-64.2% | $2,748-74.3% | $2,671-73.5% |
| Participant deferral / active EE | $2,226 | $2,837-21.5% | $3,881-42.6% | $4,126-46.0% |
| Admin fee / account holder | $10,857 | $2,954+267.5% | $3,070+253.6% | $5,650+92.2% |