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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 | $65,366 | $55,684+17.4% | $75,900-13.9% | $72,976-10.4% |
| Participation rate | 56.1% | 61.1%-5.1pp | 69.3%-13.2pp | 69.5%-13.4pp |
| Annual return | 11.39% | 27.60%-16.2pp | 30.73%-19.3pp | 81.02%-69.6pp |
| Employer contribution / active EE | $304 | $1,687-82.0% | $2,501-87.9% | $2,440-87.6% |
| Participant deferral / active EE | $3,128 | $2,634+18.8% | $3,604-13.2% | $3,608-13.3% |
| Admin fee / account holder | $7,431 | $3,981+86.6% | $5,421+37.1% | $5,124+45.0% |