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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 | $60,998 | $57,140+6.8% | $85,240-28.4% | $80,959-24.7% |
| Participation rate | 29.6% | 56.4%-26.8pp | 67.5%-37.9pp | 67.7%-38.0pp |
| Annual return | 9.56% | 21.71%-12.2pp | 66.75%-57.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,674 | $1,802-7.1% | $2,735-38.8% | $2,757-39.3% |
| Participant deferral / active EE | $4,402 | $3,115+41.3% | $4,527-2.8% | $4,300+2.4% |
| Admin fee / account holder | $1,117 | $4,992-77.6% | $6,165-81.9% | $6,925-83.9% |