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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 | $57,237 | $37,446+52.9% | $77,552-26.2% | $79,856-28.3% |
| Participation rate | 37.8% | 41.5%-3.7pp | 54.2%-16.4pp | 69.6%-31.9pp |
| Annual return | 5.47% | 39.76%-34.3pp | 54.82%-49.4pp | 31.71%-26.2pp |
| Employer contribution / active EE | $464 | $637-27.2% | $987-53.0% | $2,471-81.2% |
| Participant deferral / active EE | $1,797 | $1,261+42.5% | $1,861-3.4% | $3,741-52.0% |
| Admin fee / account holder | $3,176 | $2,506+26.7% | $2,859+11.1% | $5,306-40.1% |