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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 | $76,949 | $45,087+70.7% | $69,483+10.7% | $72,976+5.4% |
| Participation rate | 41.1% | 68.5%-27.4pp | 74.6%-33.5pp | 69.5%-28.4pp |
| Annual return | 1.18% | 22.67%-21.5pp | 28.99%-27.8pp | 81.02%-79.8pp |
| Employer contribution / active EE | $532 | $2,055-74.1% | $2,780-80.9% | $2,440-78.2% |
| Participant deferral / active EE | $1,906 | $2,603-26.8% | $3,537-46.1% | $3,608-47.2% |
| Admin fee / account holder | $2,566 | $3,057-16.1% | $3,841-33.2% | $5,124-49.9% |