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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 | $54,219 | $54,558-0.6% | $76,002-28.7% | $74,546-27.3% |
| Participation rate | 45.0% | 60.3%-15.3pp | 69.1%-24.1pp | 67.2%-22.2pp |
| Annual return | 6.95% | 31.83%-24.9pp | 360.07%-353.1pp | 1366.03%-1359.1pp |
| Employer contribution / active EE | $1,954 | $1,778+9.9% | $2,688-27.3% | $2,624-25.5% |
| Participant deferral / active EE | $3,153 | $3,065+2.9% | $4,257-25.9% | $4,347-27.5% |
| Admin fee / account holder | $1,105 | $2,232-50.5% | $6,414-82.8% | $1,944-43.1% |