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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 | $76,456 | $65,041+17.5% | $90,965-16.0% | $79,858-4.3% |
| Participation rate | 43.1% | 61.6%-18.6pp | 69.0%-26.0pp | 69.6%-26.6pp |
| Annual return | 7.28% | 30.45%-23.2pp | 134.57%-127.3pp | 31.72%-24.4pp |
| Employer contribution / active EE | $292 | $1,247-76.6% | $2,122-86.2% | $2,471-88.2% |
| Participant deferral / active EE | $1,849 | $2,512-26.4% | $3,373-45.2% | $3,740-50.6% |
| Admin fee / account holder | $3,386 | $4,536-25.3% | $5,960-43.2% | $5,306-36.2% |