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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 | $61,335 | $67,894-9.7% | $89,340-31.3% | $82,448-25.6% |
| Participation rate | 38.7% | 64.0%-25.3pp | 69.6%-30.9pp | 68.1%-29.4pp |
| Annual return | 6.56% | 19.21%-12.6pp | 20.57%-14.0pp | 41.64%-35.1pp |
| Employer contribution / active EE | $446 | $1,828-75.6% | $2,231-80.0% | $2,551-82.5% |
| Participant deferral / active EE | $1,543 | $3,072-49.8% | $3,823-59.6% | $4,139-62.7% |
| Admin fee / account holder | $7,115 | $5,723+24.3% | $6,704+6.1% | $7,234-1.6% |