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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 | $51,727 | $51,092+1.2% | $76,735-32.6% | $79,634-35.0% |
| Participation rate | 32.6% | 50.2%-17.6pp | 69.5%-36.9pp | 62.5%-29.9pp |
| Annual return | 10.49% | 18.04%-7.6pp | 29.77%-19.3pp | 36.46%-26.0pp |
| Employer contribution / active EE | $1,135 | $1,519-25.2% | $2,454-53.7% | $2,529-55.1% |
| Participant deferral / active EE | $1,574 | $2,529-37.7% | $4,088-61.5% | $3,835-58.9% |
| Admin fee / account holder | $5,156 | $1,865+176.4% | $7,189-28.3% | $1,002+414.6% |