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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 | $69,509 | $58,828+18.2% | $78,002-10.9% | $62,881+10.5% |
| Participation rate | 67.9% | 71.1%-3.2pp | 75.5%-7.7pp | 69.3%-1.4pp |
| Annual return | 3.45% | 17.16%-13.7pp | 425.99%-422.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $636 | $1,672-61.9% | $2,470-74.3% | $2,281-72.1% |
| Participant deferral / active EE | $2,063 | $2,686-23.2% | $3,497-41.0% | $3,203-35.6% |
| Admin fee / account holder | $2,328 | $4,393-47.0% | $5,481-57.5% | $4,296-45.8% |