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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 | $58,486 | $52,580+11.2% | $71,671-18.4% | $70,126-16.6% |
| Participation rate | 29.3% | 60.9%-31.6pp | 68.7%-39.5pp | 69.5%-40.3pp |
| Annual return | 11.86% | 20.25%-8.4pp | 20.65%-8.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $555 | $1,616-65.7% | $2,460-77.4% | $2,343-76.3% |
| Participant deferral / active EE | $931 | $2,386-61.0% | $3,438-72.9% | $3,332-72.1% |
| Admin fee / account holder | $1,961 | $3,653-46.3% | $5,558-64.7% | $4,645-57.8% |