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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 | $48,032 | $45,087+6.5% | $69,483-30.9% | $72,976-34.2% |
| Participation rate | 57.4% | 68.5%-11.0pp | 74.6%-17.2pp | 69.5%-12.0pp |
| Annual return | 4.14% | 22.67%-18.5pp | 28.99%-24.8pp | 81.02%-76.9pp |
| Employer contribution / active EE | $798 | $2,055-61.2% | $2,780-71.3% | $2,440-67.3% |
| Participant deferral / active EE | $798 | $2,603-69.4% | $3,537-77.4% | $3,608-77.9% |
| Admin fee / account holder | $833 | $3,057-72.7% | $3,841-78.3% | $5,124-83.7% |