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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 | $63,585 | $55,930+13.7% | $76,089-16.4% | $80,925-21.4% |
| Participation rate | 56.0% | 62.1%-6.1pp | 69.1%-13.1pp | 67.7%-11.7pp |
| Annual return | 8.24% | 20.58%-12.3pp | 360.94%-352.7pp | 35.65%-27.4pp |
| Employer contribution / active EE | $2,136 | $1,866+14.5% | $2,690-20.6% | $2,756-22.5% |
| Participant deferral / active EE | $4,350 | $3,051+42.6% | $4,259+2.1% | $4,299+1.2% |
| Admin fee / account holder | $4,131 | $5,241-21.2% | $6,418-35.6% | $6,940-40.5% |