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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 | $60,936 | $58,848+3.5% | $88,179-30.9% | $82,637-26.3% |
| Participation rate | 43.2% | 57.9%-14.7pp | 69.1%-26.0pp | 68.1%-24.9pp |
| Annual return | 9.38% | 22.76%-13.4pp | 64.97%-55.6pp | 53.51%-44.1pp |
| Employer contribution / active EE | $1,287 | $1,678-23.3% | $2,549-49.5% | $2,552-49.6% |
| Participant deferral / active EE | $4,119 | $3,124+31.9% | $4,614-10.7% | $4,126-0.2% |
| Admin fee / account holder | $2,608 | $4,795-45.6% | $7,673-66.0% | $7,339-64.5% |