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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 | $78,158 | $71,197+9.8% | $93,669-16.6% | $80,925-3.4% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.3pp | 67.7%-11.3pp |
| Annual return | 9.26% | 11.27%-2.0pp | 133.59%-124.3pp | 35.65%-26.4pp |
| Employer contribution / active EE | $907 | $1,565-42.0% | $2,424-62.6% | $2,756-67.1% |
| Participant deferral / active EE | $2,621 | $4,036-35.0% | $4,416-40.6% | $4,299-39.0% |
| Admin fee / account holder | $6,808 | $6,959-2.2% | $8,291-17.9% | $6,940-1.9% |