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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 | $56,011 | $57,140-2.0% | $85,240-34.3% | $80,959-30.8% |
| Participation rate | 64.7% | 56.4%+8.3pp | 67.5%-2.8pp | 67.7%-3.0pp |
| Annual return | 9.61% | 21.71%-12.1pp | 66.75%-57.1pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,404 | $3,115+73.5% | $4,527+19.4% | $4,300+25.7% |
| Admin fee / account holder | $1,837 | $4,992-63.2% | $6,165-70.2% | $6,925-73.5% |