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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 | $55,272 | $62,592-11.7% | $85,709-35.5% | $85,847-35.6% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.7pp |
| Annual return | 3.40% | 23.77%-20.4pp | 21.49%-18.1pp | 318.61%-315.2pp |
| Employer contribution / active EE | $1,120 | $1,755-36.2% | $2,619-57.2% | $2,565-56.3% |
| Participant deferral / active EE | $3,609 | $2,802+28.8% | $3,924-8.0% | $3,952-8.7% |
| Admin fee / account holder | $1,415 | $4,643-69.5% | $6,876-79.4% | $6,261-77.4% |