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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 | $57,278 | $77,962-26.5% | $178,540-67.9% | $80,935-29.2% |
| Participation rate | 58.9% | 65.7%-6.7pp | 77.1%-18.2pp | 67.7%-8.7pp |
| Annual return | 0.88% | 18.10%-17.2pp | 27.15%-26.3pp | 35.66%-34.8pp |
| Employer contribution / active EE | $2,597 | $2,280+13.9% | $3,953-34.3% | $2,757-5.8% |
| Participant deferral / active EE | $7,453 | $4,404+69.2% | $6,281+18.7% | $4,299+73.3% |
| Admin fee / account holder | $1,255 | $7,156-82.5% | $10,424-88.0% | $6,924-81.9% |