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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 | $79,274 | $71,208+11.3% | $93,681-15.4% | $80,911-2.0% |
| Participation rate | 45.3% | 60.4%-15.1pp | 68.7%-23.4pp | 67.6%-22.4pp |
| Annual return | 9.65% | 11.27%-1.6pp | 133.47%-123.8pp | 35.63%-26.0pp |
| Employer contribution / active EE | $459 | $1,564-70.7% | $2,422-81.1% | $2,756-83.4% |
| Participant deferral / active EE | $2,712 | $4,035-32.8% | $4,415-38.6% | $4,297-36.9% |
| Admin fee / account holder | $1,035 | $6,951-85.1% | $8,290-87.5% | $6,935-85.1% |