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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 | $64,014 | $67,602-5.3% | $82,312-22.2% | $70,126-8.7% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.2pp |
| Annual return | 5.55% | 21.57%-16.0pp | 25.88%-20.3pp | 73.15%-67.6pp |
| Employer contribution / active EE | $511 | $1,755-70.9% | $2,428-79.0% | $2,343-78.2% |
| Participant deferral / active EE | $3,503 | $2,987+17.3% | $3,706-5.5% | $3,332+5.1% |
| Admin fee / account holder | $2,055 | $4,512-54.4% | $5,608-63.3% | $4,645-55.8% |