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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 | $50,815 | $52,580-3.4% | $71,671-29.1% | $70,126-27.5% |
| Participation rate | 63.3% | 60.9%+2.5pp | 68.7%-5.4pp | 69.5%-6.2pp |
| Annual return | 5.56% | 20.25%-14.7pp | 20.65%-15.1pp | 73.15%-67.6pp |
| Employer contribution / active EE | $2,104 | $1,616+30.2% | $2,460-14.4% | $2,343-10.2% |
| Participant deferral / active EE | $1,608 | $2,386-32.6% | $3,438-53.2% | $3,332-51.7% |
| Admin fee / account holder | $53,296 | $3,653+1359.0% | $5,558+858.8% | $4,645+1047.3% |