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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 | $57,451 | $60,349-4.8% | $74,184-22.6% | $62,881-8.6% |
| Participation rate | 69.7% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.4pp |
| Annual return | 3.99% | 21.38%-17.4pp | 17.74%-13.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $917 | $1,680-45.4% | $2,370-61.3% | $2,281-59.8% |
| Participant deferral / active EE | $2,035 | $2,856-28.8% | $3,550-42.7% | $3,203-36.5% |
| Admin fee / account holder | $2,638 | $4,261-38.1% | $5,586-52.8% | $4,296-38.6% |