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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 | $64,400 | $62,672+2.8% | $185,117-65.2% | $70,124-8.2% |
| Participation rate | 57.1% | 63.8%-6.6pp | 77.3%-20.1pp | 69.5%-12.4pp |
| Annual return | 6.21% | 40.79%-34.6pp | 40.50%-34.3pp | 73.14%-66.9pp |
| Employer contribution / active EE | $930 | $1,753-46.9% | $4,182-77.7% | $2,342-60.3% |
| Participant deferral / active EE | $2,177 | $3,272-33.5% | $5,045-56.8% | $3,332-34.7% |
| Admin fee / account holder | $4,250 | $3,932+8.1% | $8,159-47.9% | $4,645-8.5% |