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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 | $58,026 | $67,606-14.2% | $82,313-29.5% | $70,124-17.3% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.8pp |
| Annual return | 10.79% | 21.57%-10.8pp | 25.88%-15.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,892 | $1,755+64.8% | $2,428+19.1% | $2,342+23.5% |
| Participant deferral / active EE | $2,433 | $2,987-18.5% | $3,706-34.3% | $3,332-27.0% |
| Admin fee / account holder | $2,144 | $4,512-52.5% | $5,608-61.8% | $4,645-53.8% |