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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 | $57,770 | $54,541+5.9% | $78,778-26.7% | $70,126-17.6% |
| Participation rate | 55.7% | 60.8%-5.1pp | 69.2%-13.5pp | 69.5%-13.8pp |
| Annual return | 11.28% | 21.07%-9.8pp | 35.62%-24.3pp | 73.15%-61.9pp |
| Employer contribution / active EE | $228 | $1,089-79.1% | $1,986-88.5% | $2,343-90.3% |
| Participant deferral / active EE | $2,195 | $2,210-0.7% | $2,958-25.8% | $3,332-34.1% |
| Admin fee / account holder | $10,821 | $3,709+191.8% | $5,134+110.8% | $4,645+132.9% |