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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 | $59,515 | $54,541+9.1% | $78,778-24.5% | $70,126-15.1% |
| Participation rate | 57.6% | 60.8%-3.2pp | 69.2%-11.6pp | 69.5%-11.9pp |
| Annual return | 12.04% | 21.07%-9.0pp | 35.62%-23.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $429 | $1,089-60.6% | $1,986-78.4% | $2,343-81.7% |
| Participant deferral / active EE | $2,148 | $2,210-2.8% | $2,958-27.4% | $3,332-35.5% |
| Admin fee / account holder | $841 | $3,709-77.3% | $5,134-83.6% | $4,645-81.9% |