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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 | $61,779 | $56,121+10.1% | $92,985-33.6% | $64,340-4.0% |
| Participation rate | 26.3% | 44.9%-18.7pp | 69.5%-43.2pp | 55.2%-29.0pp |
| Annual return | 11.57% | 19.19%-7.6pp | 27.99%-16.4pp | 24.14%-12.6pp |
| Employer contribution / active EE | $412 | $1,351-69.5% | $2,662-84.5% | $1,862-77.9% |
| Participant deferral / active EE | $1,609 | $2,362-31.9% | $4,377-63.2% | $2,980-46.0% |
| Admin fee / account holder | $1,759 | $6,869-74.4% | $9,463-81.4% | $3,703-52.5% |