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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 | $55,920 | $78,705-28.9% | $117,857-52.6% | $70,131-20.3% |
| Participation rate | 67.3% | 73.2%-5.9pp | 79.7%-12.4pp | 69.5%-2.2pp |
| Annual return | 5.34% | 23.30%-18.0pp | 335.09%-329.7pp | 73.14%-67.8pp |
| Employer contribution / active EE | $600 | $2,223-73.0% | $3,786-84.1% | $2,342-74.4% |
| Participant deferral / active EE | $2,579 | $3,297-21.8% | $4,482-42.5% | $3,332-22.6% |
| Admin fee / account holder | $7,123 | $5,065+40.6% | $8,020-11.2% | $4,645+53.3% |