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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 | $72,444 | $54,757+32.3% | $90,304-19.8% | $72,975-0.7% |
| Participation rate | 68.8% | 65.2%+3.6pp | 73.3%-4.5pp | 69.5%-0.7pp |
| Annual return | 12.29% | 30.63%-18.3pp | 78.13%-65.8pp | 81.01%-68.7pp |
| Employer contribution / active EE | $734 | $2,093-64.9% | $2,855-74.3% | $2,440-69.9% |
| Participant deferral / active EE | $1,113 | $2,887-61.5% | $3,885-71.4% | $3,608-69.2% |
| Admin fee / account holder | $1,524 | $3,973-61.7% | $5,354-71.5% | $5,124-70.3% |