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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 | $66,310 | $63,365+4.6% | $91,994-27.9% | $72,975-9.1% |
| Participation rate | 56.0% | 72.5%-16.5pp | 78.6%-22.6pp | 69.5%-13.5pp |
| Annual return | 14.59% | 35.35%-20.8pp | 69.04%-54.4pp | 81.01%-66.4pp |
| Employer contribution / active EE | $1,247 | $2,116-41.0% | $3,453-63.9% | $2,440-48.9% |
| Participant deferral / active EE | $2,495 | $4,883-48.9% | $5,924-57.9% | $3,608-30.8% |
| Admin fee / account holder | $316 | $4,670-93.2% | $7,744-95.9% | $5,124-93.8% |