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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 | $74,231 | $58,848+26.1% | $88,179-15.8% | $82,637-10.2% |
| Participation rate | 48.7% | 57.9%-9.2pp | 69.1%-20.4pp | 68.1%-19.3pp |
| Annual return | 12.38% | 22.76%-10.4pp | 64.97%-52.6pp | 53.51%-41.1pp |
| Employer contribution / active EE | $2,009 | $1,678+19.7% | $2,549-21.2% | $2,552-21.3% |
| Participant deferral / active EE | $3,536 | $3,124+13.2% | $4,614-23.4% | $4,126-14.3% |
| Admin fee / account holder | $1,407 | $4,795-70.6% | $7,673-81.7% | $7,339-80.8% |