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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 | $71,057-15.8% | $93,654-36.1% | $80,874-26.0% |
| Participation rate | 68.6% | 60.4%+8.2pp | 68.7%-0.1pp | 67.6%+1.0pp |
| Annual return | 7.19% | 11.26%-4.1pp | 133.34%-126.2pp | 35.62%-28.4pp |
| Employer contribution / active EE | $2,657 | $1,564+69.9% | $2,421+9.7% | $2,756-3.6% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,024 | $6,944-70.9% | $8,282-75.6% | $6,935-70.8% |