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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 | $59,822 | $63,861-6.3% | $104,625-42.8% | $79,852-25.1% |
| Participation rate | 61.9% | 64.9%-3.0pp | 74.1%-12.2pp | 69.6%-7.7pp |
| Annual return | 9.27% | 21.30%-12.0pp | 340.60%-331.3pp | 31.72%-22.5pp |
| Employer contribution / active EE | $391 | $1,588-75.4% | $2,681-85.4% | $2,471-84.2% |
| Participant deferral / active EE | $3,354 | $2,693+24.5% | $3,738-10.3% | $3,740-10.3% |
| Admin fee / account holder | $2,427 | $4,185-42.0% | $6,465-62.5% | $5,306-54.3% |