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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 | $59,841 | $67,602-11.5% | $82,312-27.3% | $70,126-14.7% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.8pp |
| Annual return | 9.48% | 21.57%-12.1pp | 25.88%-16.4pp | 73.15%-63.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,392 | $2,987+13.5% | $3,706-8.5% | $3,332+1.8% |
| Admin fee / account holder | $6,343 | $4,512+40.6% | $5,608+13.1% | $4,645+36.5% |