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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 | $60,192 | $87,060-30.9% | $105,591-43.0% | $80,911-25.6% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.6%-12.1pp |
| Annual return | 6.19% | 17.05%-10.9pp | 116.43%-110.2pp | 35.63%-29.4pp |
| Employer contribution / active EE | $1,722 | $2,396-28.1% | $3,166-45.6% | $2,756-37.5% |
| Participant deferral / active EE | $3,410 | $3,986-14.5% | $5,008-31.9% | $4,297-20.7% |
| Admin fee / account holder | $633 | $8,442-92.5% | $11,024-94.3% | $6,935-90.9% |