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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 | $48,709 | $48,364+0.7% | $71,796-32.2% | $62,881-22.5% |
| Participation rate | 51.4% | 60.6%-9.2pp | 69.1%-17.7pp | 69.3%-17.9pp |
| Annual return | 4.70% | 13.16%-8.5pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $340 | $1,042-67.3% | $1,924-82.3% | $2,281-85.1% |
| Participant deferral / active EE | $1,360 | $2,091-35.0% | $2,794-51.3% | $3,203-57.5% |
| Admin fee / account holder | $2,448 | $3,771-35.1% | $4,815-49.2% | $4,296-43.0% |