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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 | $48,814 | $48,078+1.5% | $78,676-38.0% | $62,881-22.4% |
| Participation rate | 41.2% | 65.2%-24.0pp | 73.6%-32.4pp | 69.3%-28.1pp |
| Annual return | 0.95% | 31.36%-30.4pp | 62.19%-61.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $231 | $2,015-88.5% | $2,850-91.9% | $2,281-89.9% |
| Participant deferral / active EE | $1,799 | $2,587-30.5% | $3,517-48.9% | $3,203-43.8% |
| Admin fee / account holder | $1,836 | $3,206-42.7% | $4,510-59.3% | $4,296-57.3% |