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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 | $52,082 | $36,140+44.1% | $73,658-29.3% | $64,340-19.1% |
| Participation rate | 47.0% | 31.0%+16.0pp | 57.0%-10.0pp | 55.2%-8.2pp |
| Annual return | 11.51% | 21.48%-10.0pp | 29.72%-18.2pp | 24.14%-12.6pp |
| Employer contribution / active EE | $301 | $443-32.2% | $1,032-70.9% | $1,862-83.9% |
| Participant deferral / active EE | $1,530 | $1,023+49.6% | $2,062-25.8% | $2,980-48.7% |
| Admin fee / account holder | $2,749 | $2,513+9.4% | $3,357-18.1% | $3,703-25.8% |