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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 | $67,803 | $57,969+17.0% | $76,383-11.2% | $80,959-16.2% |
| Participation rate | 57.9% | 73.7%-15.8pp | 79.3%-21.4pp | 67.7%-9.8pp |
| Annual return | 11.15% | 15.90%-4.7pp | 13.79%-2.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,152 | $3,570-67.7% | $4,587-74.9% | $2,757-58.2% |
| Participant deferral / active EE | $2,834 | $3,814-25.7% | $5,474-48.2% | $4,300-34.1% |
| Admin fee / account holder | $5,699 | $5,670+0.5% | $5,147+10.7% | $6,925-17.7% |