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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 | $71,192 | $60,349+18.0% | $74,184-4.0% | $62,881+13.2% |
| Participation rate | 64.4% | 72.7%-8.3pp | 76.6%-12.2pp | 69.3%-4.9pp |
| Annual return | 4.31% | 21.38%-17.1pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $467 | $1,680-72.2% | $2,370-80.3% | $2,281-79.5% |
| Participant deferral / active EE | $3,759 | $2,856+31.6% | $3,550+5.9% | $3,203+17.4% |
| Admin fee / account holder | $8,191 | $4,261+92.2% | $5,586+46.6% | $4,296+90.7% |