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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 | $55,360 | $50,898+8.8% | $171,082-67.6% | $55,167+0.3% |
| Participation rate | 66.4% | 63.3%+3.1pp | 76.7%-10.3pp | 69.0%-2.6pp |
| Annual return | 5.90% | 15.34%-9.4pp | 32.56%-26.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $323 | $1,433-77.5% | $4,002-91.9% | $1,963-83.5% |
| Participant deferral / active EE | $1,916 | $2,994-36.0% | $4,797-60.1% | $3,054-37.3% |
| Admin fee / account holder | $5,385 | $500+978.0% | $8,520-36.8% | $504+968.6% |