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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 | $66,362 | $51,466+28.9% | $78,778-15.8% | $62,293+6.5% |
| Participation rate | 59.3% | 59.8%-0.5pp | 69.2%-9.9pp | 69.5%-10.3pp |
| Annual return | 13.23% | 19.96%-6.7pp | 35.62%-22.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $968 | $827+17.0% | $1,986-51.3% | $2,042-52.6% |
| Participant deferral / active EE | $2,268 | $2,147+5.6% | $2,958-23.3% | $3,169-28.4% |
| Admin fee / account holder | $1,826 | $489+273.2% | $5,134-64.4% | $479+281.0% |