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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 | $61,917 | $56,894+8.8% | $84,753-26.9% | $62,881-1.5% |
| Participation rate | 24.2% | 68.5%-44.3pp | 76.6%-52.4pp | 69.3%-45.1pp |
| Annual return | 3.53% | 6.30%-2.8pp | 22.78%-19.3pp | 20.14%-16.6pp |
| Employer contribution / active EE | $639 | $2,400-73.4% | $3,574-82.1% | $2,281-72.0% |
| Participant deferral / active EE | $1,814 | $2,709-33.0% | $3,712-51.1% | $3,203-43.4% |
| Admin fee / account holder | $5,430 | $3,581+51.6% | $5,333+1.8% | $4,296+26.4% |