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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 | $52,563 | $56,063-6.2% | $76,051-30.9% | $80,911-35.0% |
| Participation rate | 20.7% | 62.0%-41.3pp | 69.1%-48.4pp | 67.6%-47.0pp |
| Annual return | 5.26% | 20.54%-15.3pp | 360.42%-355.2pp | 35.63%-30.4pp |
| Employer contribution / active EE | $800 | $1,874-57.3% | $2,690-70.2% | $2,756-71.0% |
| Participant deferral / active EE | $1,165 | $3,052-61.8% | $4,257-72.6% | $4,297-72.9% |
| Admin fee / account holder | $6,447 | $5,240+23.0% | $6,416+0.5% | $6,935-7.0% |