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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 | $66,144 | $54,541+21.3% | $78,778-16.0% | $70,124-5.7% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 11.15% | 21.07%-9.9pp | 35.62%-24.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $251 | $1,089-77.0% | $1,986-87.4% | $2,342-89.3% |
| Participant deferral / active EE | $1,553 | $2,210-29.7% | $2,958-47.5% | $3,332-53.4% |
| Admin fee / account holder | $3,993 | $3,709+7.7% | $5,134-22.2% | $4,645-14.1% |