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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 | $57,565 | $67,411-14.6% | $91,004-36.7% | $70,126-17.9% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 11.98% | -40.16%+52.1pp | 4.60%+7.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $747 | $1,786-58.2% | $2,456-69.6% | $2,343-68.1% |
| Participant deferral / active EE | $2,806 | $2,823-0.6% | $3,548-20.9% | $3,332-15.8% |
| Admin fee / account holder | $4,559 | $4,236+7.6% | $5,417-15.8% | $4,645-1.9% |