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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 | $56,365 | $54,541+3.3% | $78,778-28.5% | $70,124-19.6% |
| Participation rate | 22.2% | 60.8%-38.6pp | 69.2%-47.0pp | 69.5%-47.3pp |
| Annual return | 9.88% | 21.07%-11.2pp | 35.62%-25.7pp | 73.14%-63.3pp |
| Employer contribution / active EE | $569 | $1,089-47.8% | $1,986-71.4% | $2,342-75.7% |
| Participant deferral / active EE | $1,283 | $2,210-42.0% | $2,958-56.6% | $3,332-61.5% |
| Admin fee / account holder | $1,084 | $3,709-70.8% | $5,134-78.9% | $4,645-76.7% |