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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 | $74,638 | $65,246+14.4% | $98,716-24.4% | $67,986+9.8% |
| Participation rate | 36.6% | 51.4%-14.8pp | 69.3%-32.7pp | 57.2%-20.6pp |
| Annual return | 11.87% | 20.58%-8.7pp | 31.81%-19.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $366 | $1,042-64.9% | $2,279-83.9% | $2,019-81.9% |
| Participant deferral / active EE | $2,124 | $2,594-18.1% | $4,048-47.5% | $3,358-36.8% |
| Admin fee / account holder | $13,220 | $4,561+189.9% | $8,703+51.9% | $3,203+312.7% |