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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 | $71,350 | $60,349+18.2% | $74,184-3.8% | $62,881+13.5% |
| Participation rate | 68.6% | 72.7%-4.1pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | 2.87% | 21.38%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $588 | $1,680-65.0% | $2,370-75.2% | $2,281-74.2% |
| Participant deferral / active EE | $1,293 | $2,856-54.7% | $3,550-63.6% | $3,203-59.6% |
| Admin fee / account holder | $3,742 | $4,261-12.2% | $5,586-33.0% | $4,296-12.9% |