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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 | $50,554+11.7% | $67,681-16.6% | $87,485-35.5% |
| Participation rate | 58.6% | 67.7%-9.1pp | 73.7%-15.1pp | 68.9%-10.3pp |
| Annual return | 5.80% | 17.81%-12.0pp | 590.58%-584.8pp | 26.06%-20.3pp |
| Employer contribution / active EE | $2,656 | $1,988+33.6% | $2,678-0.8% | $2,596+2.3% |
| Participant deferral / active EE | $3,667 | $2,961+23.8% | $3,976-7.8% | $4,274-14.2% |
| Admin fee / account holder | $871 | $4,132-78.9% | $6,100-85.7% | $7,775-88.8% |