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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 | $60,923 | $45,041+35.3% | $63,003-3.3% | $70,131-13.1% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 9.01% | 18.76%-9.7pp | 87.59%-78.6pp | 73.14%-64.1pp |
| Employer contribution / active EE | $365 | $2,052-82.2% | $2,760-86.8% | $2,342-84.4% |
| Participant deferral / active EE | $2,509 | $2,465+1.8% | $3,329-24.6% | $3,332-24.7% |
| Admin fee / account holder | $3,371 | $2,836+18.9% | $3,600-6.4% | $4,645-27.4% |