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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 | $60,089 | $65,367-8.1% | $92,915-35.3% | $72,976-17.7% |
| Participation rate | 53.5% | 68.3%-14.8pp | 76.0%-22.5pp | 69.5%-16.0pp |
| Annual return | 8.55% | 42.11%-33.6pp | 109.45%-100.9pp | 81.02%-72.5pp |
| Employer contribution / active EE | $818 | $2,594-68.4% | $3,653-77.6% | $2,440-66.5% |
| Participant deferral / active EE | $2,388 | $3,128-23.7% | $4,238-43.7% | $3,608-33.8% |
| Admin fee / account holder | $3,332 | $4,251-21.6% | $5,796-42.5% | $5,124-35.0% |