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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 | $77,242 | $67,602+14.3% | $82,312-6.2% | $70,126+10.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 10.33% | 21.57%-11.2pp | 25.88%-15.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $732 | $1,755-58.3% | $2,428-69.9% | $2,343-68.8% |
| Participant deferral / active EE | $1,581 | $2,987-47.1% | $3,706-57.3% | $3,332-52.5% |
| Admin fee / account holder | $579 | $4,512-87.2% | $5,608-89.7% | $4,645-87.5% |