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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 | $77,465 | $73,787+5.0% | $98,716-21.5% | $82,448-6.0% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.3%-14.7pp | 68.1%-13.5pp |
| Annual return | 11.43% | 18.57%-7.1pp | 31.81%-20.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $703 | $1,511-53.5% | $2,279-69.2% | $2,551-72.5% |
| Participant deferral / active EE | $4,562 | $3,081+48.0% | $4,048+12.7% | $4,139+10.2% |
| Admin fee / account holder | $28,672 | $6,500+341.1% | $8,703+229.5% | $7,234+296.3% |