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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 | $55,919 | $48,364+15.6% | $71,796-22.1% | $62,881-11.1% |
| Participation rate | 46.3% | 60.6%-14.3pp | 69.1%-22.8pp | 69.3%-23.0pp |
| Annual return | 2.56% | 13.16%-10.6pp | 78.04%-75.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $368 | $1,042-64.7% | $1,924-80.9% | $2,281-83.9% |
| Participant deferral / active EE | $1,881 | $2,091-10.1% | $2,794-32.7% | $3,203-41.3% |
| Admin fee / account holder | $850 | $3,771-77.5% | $4,815-82.4% | $4,296-80.2% |