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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 | $63,468 | $55,930+13.5% | $76,089-16.6% | $80,925-21.6% |
| Participation rate | 26.8% | 62.1%-35.3pp | 69.1%-42.3pp | 67.7%-40.9pp |
| Annual return | 9.17% | 20.58%-11.4pp | 360.94%-351.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $793 | $1,866-57.5% | $2,690-70.5% | $2,756-71.2% |
| Participant deferral / active EE | $1,323 | $3,051-56.6% | $4,259-68.9% | $4,299-69.2% |
| Admin fee / account holder | $7,146 | $5,241+36.4% | $6,418+11.4% | $6,940+3.0% |