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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 | $59,421 | $70,435-15.6% | $96,575-38.5% | $85,856-30.8% |
| Participation rate | 51.2% | 61.8%-10.6pp | 69.8%-18.7pp | 69.3%-18.2pp |
| Annual return | 4.46% | 18.59%-14.1pp | 37.79%-33.3pp | 318.58%-314.1pp |
| Employer contribution / active EE | $947 | $1,413-33.0% | $2,357-59.8% | $2,565-63.1% |
| Participant deferral / active EE | $3,390 | $2,894+17.1% | $3,849-11.9% | $3,952-14.2% |
| Admin fee / account holder | $8,581 | $4,997+71.7% | $6,182+38.8% | $6,261+37.1% |