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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 | $58,389 | $71,215-18.0% | $93,696-37.7% | $80,935-27.9% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.7pp | 67.7%-31.7pp |
| Annual return | 8.80% | 11.27%-2.5pp | 133.74%-124.9pp | 35.66%-26.9pp |
| Employer contribution / active EE | $2,090 | $1,565+33.5% | $2,422-13.7% | $2,757-24.2% |
| Participant deferral / active EE | $3,026 | $4,037-25.0% | $4,417-31.5% | $4,299-29.6% |
| Admin fee / account holder | $7,190 | $6,958+3.3% | $8,287-13.2% | $6,924+3.8% |