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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 | $83,386 | $71,215+17.1% | $93,696-11.0% | $80,935+3.0% |
| Participation rate | 49.3% | 60.4%-11.1pp | 68.7%-19.4pp | 67.7%-18.4pp |
| Annual return | 9.44% | 11.27%-1.8pp | 133.74%-124.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $579 | $1,565-63.0% | $2,422-76.1% | $2,757-79.0% |
| Participant deferral / active EE | $3,274 | $4,037-18.9% | $4,417-25.9% | $4,299-23.8% |
| Admin fee / account holder | $943 | $6,958-86.4% | $8,287-88.6% | $6,924-86.4% |