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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 | $69,339 | $43,075+61.0% | $74,577-7.0% | $62,881+10.3% |
| Participation rate | 30.8% | 58.1%-27.3pp | 68.1%-37.3pp | 69.3%-38.5pp |
| Annual return | 4.21% | 17.50%-13.3pp | 20.47%-16.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $718 | $1,498-52.0% | $2,525-71.6% | $2,281-68.5% |
| Participant deferral / active EE | $3,166 | $2,389+32.5% | $3,458-8.4% | $3,203-1.1% |
| Admin fee / account holder | $3,952 | $2,840+39.2% | $4,138-4.5% | $4,296-8.0% |