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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 | $62,333 | $63,773-2.3% | $81,286-23.3% | $80,925-23.0% |
| Participation rate | 58.6% | 63.9%-5.3pp | 69.5%-10.9pp | 67.7%-9.0pp |
| Annual return | 9.64% | 16.37%-6.7pp | 24.80%-15.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $679 | $1,979-65.7% | $2,463-72.4% | $2,756-75.4% |
| Participant deferral / active EE | $2,005 | $3,093-35.2% | $3,883-48.4% | $4,299-53.4% |
| Admin fee / account holder | $7,782 | $5,682+37.0% | $5,764+35.0% | $6,940+12.1% |