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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 | $70,267 | $54,541+28.8% | $78,778-10.8% | $70,126+0.2% |
| Participation rate | 59.4% | 60.8%-1.4pp | 69.2%-9.8pp | 69.5%-10.2pp |
| Annual return | 11.48% | 21.07%-9.6pp | 35.62%-24.1pp | 73.15%-61.7pp |
| Employer contribution / active EE | $673 | $1,089-38.2% | $1,986-66.1% | $2,343-71.3% |
| Participant deferral / active EE | $3,377 | $2,210+52.8% | $2,958+14.2% | $3,332+1.4% |
| Admin fee / account holder | $14,064 | $3,709+279.2% | $5,134+173.9% | $4,645+202.7% |