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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 | $57,298 | $49,025+16.9% | $87,502-34.5% | $62,881-8.9% |
| Participation rate | 64.9% | 64.9%0pp | 73.8%-9.0pp | 69.3%-4.4pp |
| Annual return | 2.63% | 10.02%-7.4pp | 12.21%-9.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $817 | $1,372-40.4% | $2,550-67.9% | $2,281-64.2% |
| Participant deferral / active EE | $3,053 | $2,289+33.3% | $3,149-3.0% | $3,203-4.7% |
| Admin fee / account holder | $27,438 | $4,065+574.9% | $4,221+550.1% | $4,296+538.7% |