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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 | $77,458 | $71,197+8.8% | $93,669-17.3% | $80,925-4.3% |
| Participation rate | 48.8% | 60.4%-11.6pp | 68.7%-19.9pp | 67.7%-18.8pp |
| Annual return | 9.73% | 11.27%-1.5pp | 133.59%-123.9pp | 35.65%-25.9pp |
| Employer contribution / active EE | $773 | $1,565-50.6% | $2,424-68.1% | $2,756-71.9% |
| Participant deferral / active EE | $1,980 | $4,036-50.9% | $4,416-55.1% | $4,299-53.9% |
| Admin fee / account holder | $9,538 | $6,959+37.1% | $8,291+15.0% | $6,940+37.4% |