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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 | $29,051+79.3% | $52,425-0.7% | $67,986-23.4% |
| Participation rate | 47.0% | 30.4%+16.6pp | 55.6%-8.6pp | 57.2%-10.2pp |
| Annual return | 11.51% | 24.00%-12.5pp | 302.12%-290.6pp | 31.67%-20.2pp |
| Employer contribution / active EE | $301 | $412-27.0% | $914-67.1% | $2,019-85.1% |
| Participant deferral / active EE | $1,530 | $873+75.2% | $1,790-14.5% | $3,358-54.4% |
| Admin fee / account holder | $2,749 | $2,113+30.1% | $2,495+10.2% | $3,203-14.2% |