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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 | $53,581 | $52,580+1.9% | $71,671-25.2% | $70,126-23.6% |
| Participation rate | 27.3% | 60.9%-33.6pp | 68.7%-41.5pp | 69.5%-42.3pp |
| Annual return | 10.94% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $889 | $1,616-45.0% | $2,460-63.9% | $2,343-62.0% |
| Participant deferral / active EE | $1,933 | $2,386-19.0% | $3,438-43.8% | $3,332-42.0% |
| Admin fee / account holder | $2,597 | $3,653-28.9% | $5,558-53.3% | $4,645-44.1% |