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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 | $58,211 | $53,837+8.1% | $75,717-23.1% | $85,856-32.2% |
| Participation rate | 68.6% | 69.1%-0.4pp | 74.8%-6.2pp | 69.3%-0.7pp |
| Annual return | 10.78% | 24.54%-13.8pp | 104.58%-93.8pp | 318.58%-307.8pp |
| Employer contribution / active EE | $960 | $2,017-52.4% | $2,743-65.0% | $2,565-62.6% |
| Participant deferral / active EE | $1,949 | $2,895-32.7% | $3,821-49.0% | $3,952-50.7% |
| Admin fee / account holder | $3,355 | $3,341+0.4% | $3,619-7.3% | $6,261-46.4% |