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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 | $51,704 | $46,877+10.3% | $122,354-57.7% | $70,126-26.3% |
| Participation rate | 38.6% | 58.2%-19.6pp | 71.6%-33.0pp | 69.5%-30.9pp |
| Annual return | 10.02% | 24.22%-14.2pp | 30.28%-20.3pp | 73.15%-63.1pp |
| Employer contribution / active EE | $255 | $1,288-80.2% | $4,051-93.7% | $2,343-89.1% |
| Participant deferral / active EE | $2,057 | $2,167-5.1% | $3,287-37.4% | $3,332-38.3% |
| Admin fee / account holder | $10,328 | $3,324+210.7% | $5,479+88.5% | $4,645+122.3% |