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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 | $59,858 | $71,230-16.0% | $93,727-36.1% | $80,959-26.1% |
| Participation rate | 68.6% | 60.4%+8.2pp | 68.7%-0.1pp | 67.7%+1.0pp |
| Annual return | 7.19% | 11.26%-4.1pp | 133.83%-126.6pp | 35.67%-28.5pp |
| Employer contribution / active EE | $2,657 | $1,565+69.7% | $2,421+9.7% | $2,757-3.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,024 | $6,961-70.9% | $8,292-75.6% | $6,925-70.8% |