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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 | $49,001 | $48,364+1.3% | $71,796-31.7% | $62,881-22.1% |
| Participation rate | 25.6% | 60.6%-35.0pp | 69.1%-43.5pp | 69.3%-43.7pp |
| Annual return | 0.08% | 13.16%-13.1pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $268 | $1,042-74.3% | $1,924-86.1% | $2,281-88.3% |
| Participant deferral / active EE | $1,118 | $2,091-46.5% | $2,794-60.0% | $3,203-65.1% |
| Admin fee / account holder | $6,802 | $3,771+80.4% | $4,815+41.3% | $4,296+58.4% |