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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 | $61,651 | $54,045+14.1% | $115,170-46.5% | $65,185-5.4% |
| Participation rate | 43.7% | 63.5%-19.8pp | 75.9%-32.2pp | 70.2%-26.5pp |
| Annual return | 5.42% | 26.55%-21.1pp | 35.60%-30.2pp | 29.38%-24.0pp |
| Employer contribution / active EE | $603 | $1,653-63.5% | $3,179-81.0% | $2,177-72.3% |
| Participant deferral / active EE | $1,488 | $2,504-40.6% | $4,169-64.3% | $3,514-57.7% |
| Admin fee / account holder | $4,741 | $626+657.9% | $7,089-33.1% | $847+459.6% |