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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 | $52,925 | $64,359-17.8% | $90,161-41.3% | $70,126-24.5% |
| Participation rate | 63.2% | 70.4%-7.3pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 11.37% | 28.13%-16.8pp | 34.89%-23.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $2,211 | $2,046+8.1% | $3,318-33.4% | $2,343-5.6% |
| Participant deferral / active EE | $3,573 | $4,389-18.6% | $5,287-32.4% | $3,332+7.2% |
| Admin fee / account holder | $787 | $3,945-80.0% | $5,943-86.8% | $4,645-83.1% |