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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 | $74,720 | $51,184+46.0% | $66,439+12.5% | $86,983-14.1% |
| Participation rate | 43.2% | 68.5%-25.3pp | 74.5%-31.3pp | 69.5%-26.4pp |
| Annual return | 10.05% | 17.07%-7.0pp | 757.66%-747.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $618 | $2,023-69.5% | $2,637-76.6% | $2,584-76.1% |
| Participant deferral / active EE | $2,253 | $2,927-23.0% | $3,876-41.9% | $4,194-46.3% |
| Admin fee / account holder | $1,816 | $4,154-56.3% | $6,173-70.6% | $7,856-76.9% |