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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 | $79,756 | $55,713+43.2% | $75,901+5.1% | $72,975+9.3% |
| Participation rate | 65.2% | 61.1%+4.0pp | 69.3%-4.1pp | 69.5%-4.3pp |
| Annual return | 1.89% | 27.60%-25.7pp | 30.76%-28.9pp | 81.01%-79.1pp |
| Employer contribution / active EE | $441 | $1,687-73.9% | $2,501-82.4% | $2,440-81.9% |
| Participant deferral / active EE | $1,951 | $2,634-25.9% | $3,603-45.9% | $3,608-45.9% |
| Admin fee / account holder | $3,354 | $3,980-15.7% | $5,420-38.1% | $5,124-34.5% |