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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 | $75,150 | $73,787+1.8% | $98,716-23.9% | $82,448-8.9% |
| Participation rate | 43.6% | 61.4%-17.8pp | 69.3%-25.7pp | 68.1%-24.5pp |
| Annual return | 10.96% | 18.57%-7.6pp | 31.81%-20.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $652 | $1,511-56.8% | $2,279-71.4% | $2,551-74.4% |
| Participant deferral / active EE | $3,872 | $3,081+25.7% | $4,048-4.3% | $4,139-6.4% |
| Admin fee / account holder | $2,302 | $6,500-64.6% | $8,703-73.5% | $7,234-68.2% |