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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 | $59,149 | $72,272-18.2% | $101,264-41.6% | $79,858-25.9% |
| Participation rate | 34.8% | 68.5%-33.6pp | 75.8%-41.0pp | 69.6%-34.8pp |
| Annual return | 6.61% | 22.30%-15.7pp | 46.48%-39.9pp | 31.72%-25.1pp |
| Employer contribution / active EE | $2,663 | $2,692-1.0% | $3,660-27.2% | $2,471+7.8% |
| Participant deferral / active EE | $2,078 | $3,282-36.7% | $4,370-52.4% | $3,740-44.4% |
| Admin fee / account holder | $790 | $4,401-82.1% | $5,947-86.7% | $5,306-85.1% |