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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 | $67,345 | $55,930+20.4% | $76,089-11.5% | $80,925-16.8% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 8.13% | 20.58%-12.4pp | 360.94%-352.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $893 | $1,866-52.2% | $2,690-66.8% | $2,756-67.6% |
| Participant deferral / active EE | $2,595 | $3,051-14.9% | $4,259-39.1% | $4,299-39.6% |
| Admin fee / account holder | $2,311 | $5,241-55.9% | $6,418-64.0% | $6,940-66.7% |