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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 | $54,743 | $48,078+13.9% | $78,676-30.4% | $62,881-12.9% |
| Participation rate | 42.2% | 65.2%-23.0pp | 73.6%-31.4pp | 69.3%-27.1pp |
| Annual return | 3.83% | 31.36%-27.5pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $847 | $2,015-58.0% | $2,850-70.3% | $2,281-62.9% |
| Participant deferral / active EE | $976 | $2,587-62.3% | $3,517-72.3% | $3,203-69.5% |
| Admin fee / account holder | $7,317 | $3,206+128.2% | $4,510+62.2% | $4,296+70.3% |