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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 | $54,507 | $48,364+12.7% | $71,796-24.1% | $62,881-13.3% |
| Participation rate | 59.3% | 60.6%-1.4pp | 69.1%-9.9pp | 69.3%-10.0pp |
| Annual return | 3.33% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $907 | $1,042-13.0% | $1,924-52.9% | $2,281-60.3% |
| Participant deferral / active EE | $1,194 | $2,091-42.9% | $2,794-57.3% | $3,203-62.7% |
| Admin fee / account holder | $2,610 | $3,771-30.8% | $4,815-45.8% | $4,296-39.2% |