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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 | $74,535+3.9% | $100,712-23.1% | $82,637-6.3% |
| Participation rate | 54.5% | 61.2%-6.6pp | 69.3%-14.7pp | 68.1%-13.5pp |
| Annual return | 11.43% | 18.92%-7.5pp | 33.27%-21.8pp | 53.51%-42.1pp |
| Employer contribution / active EE | $703 | $1,503-53.2% | $2,313-69.6% | $2,552-72.5% |
| Participant deferral / active EE | $4,562 | $3,074+48.4% | $4,085+11.7% | $4,126+10.6% |
| Admin fee / account holder | $28,672 | $6,576+336.0% | $9,256+209.8% | $7,339+290.7% |