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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 | $52,106 | $51,222+1.7% | $70,544-26.1% | $75,173-30.7% |
| Participation rate | 19.3% | 61.0%-41.7pp | 68.4%-49.1pp | 67.2%-47.9pp |
| Annual return | 6.66% | 30.06%-23.4pp | 32.79%-26.1pp | 160.72%-154.1pp |
| Employer contribution / active EE | $636 | $1,827-65.2% | $2,976-78.6% | $2,671-76.2% |
| Participant deferral / active EE | $936 | $2,850-67.2% | $4,568-79.5% | $4,126-77.3% |
| Admin fee / account holder | $6,699 | $4,096+63.6% | $6,427+4.2% | $5,651+18.6% |