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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 | $58,463 | $57,140+2.3% | $85,240-31.4% | $80,959-27.8% |
| Participation rate | 44.4% | 56.4%-12.0pp | 67.5%-23.1pp | 67.7%-23.2pp |
| Annual return | 6.82% | 21.71%-14.9pp | 66.75%-59.9pp | 35.67%-28.8pp |
| Employer contribution / active EE | $1,703 | $1,802-5.5% | $2,735-37.7% | $2,757-38.2% |
| Participant deferral / active EE | $4,211 | $3,115+35.2% | $4,527-7.0% | $4,300-2.1% |
| Admin fee / account holder | $1,597 | $4,992-68.0% | $6,165-74.1% | $6,925-76.9% |