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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 | $59,606 | $58,523+1.8% | $99,470-40.1% | $72,983-18.3% |
| Participation rate | 54.1% | 64.6%-10.5pp | 73.8%-19.7pp | 69.5%-15.4pp |
| Annual return | 10.03% | 28.51%-18.5pp | 30.72%-20.7pp | 81.01%-71.0pp |
| Employer contribution / active EE | $740 | $1,512-51.0% | $2,540-70.9% | $2,440-69.7% |
| Participant deferral / active EE | $1,800 | $2,606-30.9% | $3,619-50.3% | $3,608-50.1% |
| Admin fee / account holder | $8,760 | $4,102+113.6% | $6,252+40.1% | $5,124+71.0% |