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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 | $78,286 | $59,440+31.7% | $78,004+0.4% | $82,637-5.3% |
| Participation rate | 49.4% | 62.8%-13.5pp | 69.4%-20.1pp | 68.1%-18.7pp |
| Annual return | 11.68% | 40.24%-28.6pp | 31.07%-19.4pp | 53.51%-41.8pp |
| Employer contribution / active EE | $400 | $1,750-77.2% | $2,469-83.8% | $2,552-84.3% |
| Participant deferral / active EE | $2,604 | $3,138-17.0% | $4,092-36.4% | $4,126-36.9% |
| Admin fee / account holder | $6,906 | $5,504+25.5% | $7,578-8.9% | $7,339-5.9% |