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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 | $56,458 | $55,457+1.8% | $77,361-27.0% | $94,015-39.9% |
| Participation rate | 58.6% | 69.8%-11.2pp | 75.0%-16.4pp | 70.8%-12.2pp |
| Annual return | 5.80% | 15.57%-9.8pp | 1011.54%-1005.7pp | 17.84%-12.0pp |
| Employer contribution / active EE | $2,656 | $2,255+17.8% | $2,990-11.2% | $2,790-4.8% |
| Participant deferral / active EE | $3,667 | $3,069+19.5% | $3,911-6.2% | $4,249-13.7% |
| Admin fee / account holder | $871 | $4,334-79.9% | $5,894-85.2% | $8,951-90.3% |