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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 | $50,494 | $49,896+1.2% | $80,627-37.4% | $75,173-32.8% |
| Participation rate | 20.5% | 55.3%-34.8pp | 67.0%-46.5pp | 67.2%-46.7pp |
| Annual return | 5.27% | 34.67%-29.4pp | 936.76%-931.5pp | 160.72%-155.4pp |
| Employer contribution / active EE | $693 | $1,699-59.2% | $2,723-74.5% | $2,671-74.0% |
| Participant deferral / active EE | $1,128 | $2,992-62.3% | $4,443-74.6% | $4,126-72.7% |
| Admin fee / account holder | $1,618 | $3,578-54.8% | $5,381-69.9% | $5,651-71.4% |