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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 | $56,228 | $52,580+6.9% | $71,671-21.5% | $70,126-19.8% |
| Participation rate | 42.3% | 60.9%-18.6pp | 68.7%-26.4pp | 69.5%-27.2pp |
| Annual return | 10.42% | 20.25%-9.8pp | 20.65%-10.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $898 | $1,616-44.4% | $2,460-63.5% | $2,343-61.7% |
| Participant deferral / active EE | $2,522 | $2,386+5.7% | $3,438-26.6% | $3,332-24.3% |
| Admin fee / account holder | $3,629 | $3,653-0.7% | $5,558-34.7% | $4,645-21.9% |