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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 | $62,394 | $54,757+13.9% | $90,304-30.9% | $72,975-14.5% |
| Participation rate | 48.1% | 65.2%-17.0pp | 73.3%-25.1pp | 69.5%-21.3pp |
| Annual return | 9.68% | 30.63%-20.9pp | 78.13%-68.4pp | 81.01%-71.3pp |
| Employer contribution / active EE | $727 | $2,093-65.3% | $2,855-74.5% | $2,440-70.2% |
| Participant deferral / active EE | $7,260 | $2,887+151.5% | $3,885+86.9% | $3,608+101.2% |
| Admin fee / account holder | $5,913 | $3,973+48.8% | $5,354+10.5% | $5,124+15.4% |