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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 | $58,455 | $65,566-10.8% | $86,235-32.2% | $75,177-22.2% |
| Participation rate | 58.3% | 60.5%-2.2pp | 69.0%-10.6pp | 67.2%-8.9pp |
| Annual return | 6.75% | 46.07%-39.3pp | 1170.03%-1163.3pp | 160.75%-154.0pp |
| Employer contribution / active EE | $1,150 | $1,553-26.0% | $2,381-51.7% | $2,671-56.9% |
| Participant deferral / active EE | $2,721 | $3,023-10.0% | $3,987-31.8% | $4,126-34.1% |
| Admin fee / account holder | $4,094 | $5,470-25.1% | $6,856-40.3% | $5,651-27.6% |