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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 | $84,343 | $72,492+16.3% | $87,104-3.2% | $72,975+15.6% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 2.52% | 24.46%-21.9pp | 28.19%-25.7pp | 81.01%-78.5pp |
| Employer contribution / active EE | $717 | $1,894-62.1% | $2,521-71.6% | $2,440-70.6% |
| Participant deferral / active EE | $2,095 | $3,270-35.9% | $4,048-48.2% | $3,608-41.9% |
| Admin fee / account holder | $12,219 | $5,055+141.7% | $7,491+63.1% | $5,124+138.5% |