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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 | $69,110 | $80,985-14.7% | $96,576-28.4% | $75,181-8.1% |
| Participation rate | 32.8% | 71.8%-39.0pp | 76.0%-43.2pp | 67.2%-34.4pp |
| Annual return | 12.72% | 27.05%-14.3pp | 25.87%-13.2pp | 160.69%-148.0pp |
| Employer contribution / active EE | $662 | $2,282-71.0% | $2,965-77.7% | $2,671-75.2% |
| Participant deferral / active EE | $1,978 | $3,929-49.6% | $4,851-59.2% | $4,126-52.1% |
| Admin fee / account holder | $3,803 | $6,719-43.4% | $8,253-53.9% | $5,650-32.7% |