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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 | $118,670 | $76,551+55.0% | $123,894-4.2% | $62,881+88.7% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 3.26% | 18.68%-15.4pp | 47.52%-44.3pp | 20.14%-16.9pp |
| Employer contribution / active EE | $591 | $2,882-79.5% | $4,617-87.2% | $2,281-74.1% |
| Participant deferral / active EE | $3,292 | $4,840-32.0% | $5,984-45.0% | $3,203+2.8% |
| Admin fee / account holder | $7,524 | $4,826+55.9% | $8,357-10.0% | $4,296+75.1% |