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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 | $55,249 | $54,541+1.3% | $78,778-29.9% | $70,126-21.2% |
| Participation rate | 69.2% | 60.8%+8.4pp | 69.2%0pp | 69.5%-0.3pp |
| Annual return | 8.84% | 21.07%-12.2pp | 35.62%-26.8pp | 73.15%-64.3pp |
| Employer contribution / active EE | $349 | $1,089-68.0% | $1,986-82.4% | $2,343-85.1% |
| Participant deferral / active EE | $2,446 | $2,210+10.7% | $2,958-17.3% | $3,332-26.6% |
| Admin fee / account holder | $2,179 | $3,709-41.3% | $5,134-57.6% | $4,645-53.1% |