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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 | $78,266 | $57,590+35.9% | $86,233-9.2% | $82,448-5.1% |
| Participation rate | 55.4% | 57.9%-2.5pp | 69.0%-13.7pp | 68.1%-12.7pp |
| Annual return | 11.40% | 22.41%-11.0pp | 61.39%-50.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $386 | $1,655-76.7% | $2,504-84.6% | $2,551-84.9% |
| Participant deferral / active EE | $4,084 | $3,080+32.6% | $4,559-10.4% | $4,139-1.3% |
| Admin fee / account holder | $16,444 | $4,730+247.6% | $8,342+97.1% | $7,234+127.3% |