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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 | $69,444+2.9% | $92,985-23.1% | $87,485-18.3% |
| Participation rate | 53.8% | 63.3%-9.4pp | 69.5%-15.6pp | 68.9%-15.1pp |
| Annual return | 8.36% | 23.85%-15.5pp | 27.99%-19.6pp | 26.06%-17.7pp |
| Employer contribution / active EE | $998 | $1,917-47.9% | $2,662-62.5% | $2,596-61.6% |
| Participant deferral / active EE | $3,073 | $3,364-8.6% | $4,377-29.8% | $4,274-28.1% |
| Admin fee / account holder | $9,639 | $6,137+57.1% | $9,463+1.9% | $7,775+24.0% |