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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 | $60,803 | $54,541+11.5% | $78,778-22.8% | $70,126-13.3% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 6.75% | 21.07%-14.3pp | 35.62%-28.9pp | 73.15%-66.4pp |
| Employer contribution / active EE | $394 | $1,089-63.8% | $1,986-80.2% | $2,343-83.2% |
| Participant deferral / active EE | $2,111 | $2,210-4.5% | $2,958-28.6% | $3,332-36.6% |
| Admin fee / account holder | $2,893 | $3,709-22.0% | $5,134-43.6% | $4,645-37.7% |