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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 | $77,397 | $57,073+35.6% | $85,126-9.1% | $80,925-4.4% |
| Participation rate | 37.1% | 56.4%-19.3pp | 67.5%-30.4pp | 67.7%-30.5pp |
| Annual return | 8.47% | 21.69%-13.2pp | 66.63%-58.2pp | 35.65%-27.2pp |
| Employer contribution / active EE | $900 | $1,801-50.0% | $2,731-67.1% | $2,756-67.4% |
| Participant deferral / active EE | $3,526 | $3,113+13.3% | $4,523-22.0% | $4,299-18.0% |
| Admin fee / account holder | $16,243 | $4,988+225.7% | $6,160+163.7% | $6,940+134.0% |