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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 | $56,725 | $54,757+3.6% | $90,304-37.2% | $72,975-22.3% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 11.44% | 30.63%-19.2pp | 78.13%-66.7pp | 81.01%-69.6pp |
| Employer contribution / active EE | $839 | $2,093-59.9% | $2,855-70.6% | $2,440-65.6% |
| Participant deferral / active EE | $2,582 | $2,887-10.6% | $3,885-33.5% | $3,608-28.4% |
| Admin fee / account holder | $500 | $3,973-87.4% | $5,354-90.7% | $5,124-90.2% |