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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 | $76,463 | $60,349+26.7% | $74,184+3.1% | $62,881+21.6% |
| Participation rate | 36.1% | 72.7%-36.7pp | 76.6%-40.6pp | 69.3%-33.2pp |
| Annual return | -1.49% | 21.38%-22.9pp | 17.74%-19.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $767 | $1,680-54.3% | $2,370-67.6% | $2,281-66.4% |
| Participant deferral / active EE | $1,839 | $2,856-35.6% | $3,550-48.2% | $3,203-42.6% |
| Admin fee / account holder | $1,622 | $4,261-61.9% | $5,586-71.0% | $4,296-62.2% |