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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 | $70,179 | $57,119+22.9% | $85,187-17.6% | $80,935-13.3% |
| Participation rate | 65.8% | 56.4%+9.4pp | 67.5%-1.7pp | 67.7%-1.9pp |
| Annual return | 9.60% | 21.70%-12.1pp | 66.67%-57.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $409 | $1,802-77.3% | $2,732-85.0% | $2,757-85.2% |
| Participant deferral / active EE | $3,244 | $3,115+4.1% | $4,525-28.3% | $4,299-24.6% |
| Admin fee / account holder | $1,986 | $4,990-60.2% | $6,162-67.8% | $6,924-71.3% |