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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 | $50,349 | $48,364+4.1% | $71,796-29.9% | $62,881-19.9% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.7pp |
| Annual return | 4.76% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,284 | $1,042+23.3% | $1,924-33.3% | $2,281-43.7% |
| Participant deferral / active EE | $2,064 | $2,091-1.3% | $2,794-26.1% | $3,203-35.6% |
| Admin fee / account holder | $533 | $3,771-85.9% | $4,815-88.9% | $4,296-87.6% |