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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 | $60,905 | $65,367-6.8% | $92,915-34.5% | $72,976-16.5% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 13.33% | 42.11%-28.8pp | 109.45%-96.1pp | 81.02%-67.7pp |
| Employer contribution / active EE | $918 | $2,594-64.6% | $3,653-74.9% | $2,440-62.4% |
| Participant deferral / active EE | $3,264 | $3,128+4.3% | $4,238-23.0% | $3,608-9.5% |
| Admin fee / account holder | $877 | $4,251-79.4% | $5,796-84.9% | $5,124-82.9% |