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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 | $60,406 | $67,602-10.6% | $82,312-26.6% | $70,126-13.9% |
| Participation rate | 59.5% | 72.8%-13.2pp | 76.9%-17.4pp | 69.5%-10.0pp |
| Annual return | 11.79% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,675 | $1,755-4.5% | $2,428-31.0% | $2,343-28.5% |
| Participant deferral / active EE | $3,555 | $2,987+19.0% | $3,706-4.1% | $3,332+6.7% |
| Admin fee / account holder | $688 | $4,512-84.8% | $5,608-87.7% | $4,645-85.2% |