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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 | $58,225 | $56,894+2.3% | $84,753-31.3% | $62,881-7.4% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 4.30% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.8pp |
| Employer contribution / active EE | $738 | $2,400-69.3% | $3,574-79.4% | $2,281-67.7% |
| Participant deferral / active EE | $2,951 | $2,709+8.9% | $3,712-20.5% | $3,203-7.9% |
| Admin fee / account holder | $21,585 | $3,581+502.8% | $5,333+304.7% | $4,296+402.5% |