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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 | $66,668 | $87,834-24.1% | $133,975-50.2% | $62,881+6.0% |
| Participation rate | 56.1% | 83.4%-27.2pp | 87.1%-30.9pp | 69.3%-13.2pp |
| Annual return | 5.53% | 12.05%-6.5pp | 29.29%-23.8pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,094 | $3,482-68.6% | $5,211-79.0% | $2,281-52.0% |
| Participant deferral / active EE | $5,210 | $4,812+8.3% | $6,282-17.1% | $3,203+62.7% |
| Admin fee / account holder | $614 | $5,372-88.6% | $9,324-93.4% | $4,296-85.7% |