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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 | $62,035 | $58,512+6.0% | $84,020-26.2% | $72,983-15.0% |
| Participation rate | 55.3% | 61.2%-5.9pp | 69.0%-13.7pp | 69.5%-14.2pp |
| Annual return | 16.38% | 28.93%-12.6pp | 71.31%-54.9pp | 81.01%-64.6pp |
| Employer contribution / active EE | $590 | $1,163-49.3% | $1,984-70.3% | $2,440-75.8% |
| Participant deferral / active EE | $1,527 | $2,394-36.2% | $3,239-52.8% | $3,608-57.7% |
| Admin fee / account holder | $2,472 | $4,569-45.9% | $6,101-59.5% | $5,124-51.8% |