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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 | $63,132 | $56,894+11.0% | $84,753-25.5% | $62,881+0.4% |
| Participation rate | 47.2% | 68.5%-21.4pp | 76.6%-29.4pp | 69.3%-22.1pp |
| Annual return | 4.04% | 6.30%-2.3pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,078 | $2,400-55.1% | $3,574-69.8% | $2,281-52.7% |
| Participant deferral / active EE | $2,070 | $2,709-23.6% | $3,712-44.2% | $3,203-35.4% |
| Admin fee / account holder | $1,595 | $3,581-55.5% | $5,333-70.1% | $4,296-62.9% |