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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 | $70,576 | $76,834-8.1% | $108,359-34.9% | $87,485-19.3% |
| Participation rate | 47.4% | 61.7%-14.4pp | 70.1%-22.8pp | 68.9%-21.6pp |
| Annual return | 9.32% | 19.09%-9.8pp | 36.89%-27.6pp | 26.06%-16.7pp |
| Employer contribution / active EE | $340 | $1,556-78.1% | $2,399-85.8% | $2,596-86.9% |
| Participant deferral / active EE | $4,210 | $3,100+35.8% | $4,137+1.8% | $4,274-1.5% |
| Admin fee / account holder | $3,514 | $6,537-46.2% | $9,741-63.9% | $7,775-54.8% |