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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 | $71,472 | $58,627+21.9% | $76,735-6.9% | $82,448-13.3% |
| Participation rate | 53.8% | 63.2%-9.4pp | 69.5%-15.7pp | 68.1%-14.2pp |
| Annual return | 8.36% | 39.10%-30.7pp | 29.77%-21.4pp | 41.64%-33.3pp |
| Employer contribution / active EE | $998 | $1,729-42.3% | $2,454-59.3% | $2,551-60.9% |
| Participant deferral / active EE | $3,073 | $3,134-1.9% | $4,088-24.8% | $4,139-25.8% |
| Admin fee / account holder | $9,639 | $5,323+81.1% | $7,189+34.1% | $7,234+33.2% |