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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 | $56,877 | $54,541+4.3% | $78,778-27.8% | $70,126-18.9% |
| Participation rate | 64.9% | 60.8%+4.1pp | 69.2%-4.3pp | 69.5%-4.7pp |
| Annual return | 11.93% | 21.07%-9.1pp | 35.62%-23.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $518 | $1,089-52.4% | $1,986-73.9% | $2,343-77.9% |
| Participant deferral / active EE | $2,284 | $2,210+3.4% | $2,958-22.8% | $3,332-31.4% |
| Admin fee / account holder | $2,052 | $3,709-44.7% | $5,134-60.0% | $4,645-55.8% |