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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 | $57,061+2.5% | $85,063-31.3% | $80,911-27.7% |
| Participation rate | 44.4% | 56.3%-11.9pp | 67.5%-23.1pp | 67.6%-23.2pp |
| Annual return | 6.82% | 21.66%-14.8pp | 66.54%-59.7pp | 35.63%-28.8pp |
| Employer contribution / active EE | $1,703 | $1,799-5.3% | $2,727-37.6% | $2,756-38.2% |
| Participant deferral / active EE | $4,211 | $3,110+35.4% | $4,523-6.9% | $4,297-2.0% |
| Admin fee / account holder | $1,597 | $4,986-68.0% | $6,155-74.1% | $6,935-77.0% |