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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 | $58,763 | $56,894+3.3% | $84,753-30.7% | $62,881-6.5% |
| Participation rate | 68.1% | 68.5%-0.5pp | 76.6%-8.5pp | 69.3%-1.2pp |
| Annual return | 3.04% | 6.30%-3.3pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $3,187 | $2,400+32.8% | $3,574-10.8% | $2,281+39.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $310 | $3,581-91.3% | $5,333-94.2% | $4,296-92.8% |