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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 | $55,707 | $54,541+2.1% | $78,778-29.3% | $70,126-20.6% |
| Participation rate | 61.0% | 60.8%+0.2pp | 69.2%-8.2pp | 69.5%-8.5pp |
| Annual return | 9.89% | 21.07%-11.2pp | 35.62%-25.7pp | 73.15%-63.3pp |
| Employer contribution / active EE | $285 | $1,089-73.8% | $1,986-85.7% | $2,343-87.8% |
| Participant deferral / active EE | $2,487 | $2,210+12.5% | $2,958-15.9% | $3,332-25.3% |
| Admin fee / account holder | $7,218 | $3,709+94.6% | $5,134+40.6% | $4,645+55.4% |