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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 | $74,476 | $48,053+55.0% | $84,637-12.0% | $72,976+2.1% |
| Participation rate | 34.6% | 57.6%-23.0pp | 68.2%-33.6pp | 69.5%-34.9pp |
| Annual return | 9.92% | 37.39%-27.5pp | 258.82%-248.9pp | 81.02%-71.1pp |
| Employer contribution / active EE | $614 | $1,602-61.7% | $2,653-76.9% | $2,440-74.8% |
| Participant deferral / active EE | $2,363 | $2,681-11.8% | $3,900-39.4% | $3,608-34.5% |
| Admin fee / account holder | $845 | $3,395-75.1% | $4,914-82.8% | $5,124-83.5% |