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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 | $77,076 | $37,446+105.8% | $77,552-0.6% | $79,856-3.5% |
| Participation rate | 43.2% | 41.5%+1.7pp | 54.2%-10.9pp | 69.6%-26.4pp |
| Annual return | 10.18% | 39.76%-29.6pp | 54.82%-44.6pp | 31.71%-21.5pp |
| Employer contribution / active EE | $320 | $637-49.7% | $987-67.5% | $2,471-87.0% |
| Participant deferral / active EE | $734 | $1,261-41.8% | $1,861-60.6% | $3,741-80.4% |
| Admin fee / account holder | $3,287 | $2,506+31.2% | $2,859+15.0% | $5,306-38.1% |