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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 | $64,735 | $54,541+18.7% | $78,778-17.8% | $70,126-7.7% |
| Participation rate | 60.5% | 60.8%-0.3pp | 69.2%-8.7pp | 69.5%-9.0pp |
| Annual return | 11.58% | 21.07%-9.5pp | 35.62%-24.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $533 | $1,089-51.0% | $1,986-73.1% | $2,343-77.2% |
| Participant deferral / active EE | $3,348 | $2,210+51.5% | $2,958+13.2% | $3,332+0.5% |
| Admin fee / account holder | $1,678 | $3,709-54.8% | $5,134-67.3% | $4,645-63.9% |