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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 | $56,440 | $52,580+7.3% | $71,671-21.3% | $70,126-19.5% |
| Participation rate | 18.2% | 60.9%-42.7pp | 68.7%-50.6pp | 69.5%-51.4pp |
| Annual return | 7.94% | 20.25%-12.3pp | 20.65%-12.7pp | 73.15%-65.2pp |
| Employer contribution / active EE | $291 | $1,616-82.0% | $2,460-88.2% | $2,343-87.6% |
| Participant deferral / active EE | $1,044 | $2,386-56.2% | $3,438-69.6% | $3,332-68.7% |
| Admin fee / account holder | $32,973 | $3,653+802.7% | $5,558+493.2% | $4,645+609.8% |