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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 | $62,491 | $64,920-3.7% | $103,693-39.7% | $86,983-28.2% |
| Participation rate | 59.4% | 63.6%-4.2pp | 72.6%-13.3pp | 69.5%-10.2pp |
| Annual return | 9.11% | 30.29%-21.2pp | 47.61%-38.5pp | 25.83%-16.7pp |
| Employer contribution / active EE | $312 | $2,141-85.4% | $2,920-89.3% | $2,584-87.9% |
| Participant deferral / active EE | $1,567 | $3,241-51.7% | $4,579-65.8% | $4,194-62.6% |
| Admin fee / account holder | $1,906 | $6,191-69.2% | $7,858-75.7% | $7,856-75.7% |