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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 | $65,784 | $58,627+12.2% | $76,735-14.3% | $82,448-20.2% |
| Participation rate | 44.0% | 63.2%-19.2pp | 69.5%-25.5pp | 68.1%-24.1pp |
| Annual return | 10.48% | 39.10%-28.6pp | 29.77%-19.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $975 | $1,729-43.6% | $2,454-60.3% | $2,551-61.8% |
| Participant deferral / active EE | $1,628 | $3,134-48.0% | $4,088-60.2% | $4,139-60.7% |
| Admin fee / account holder | $2,232 | $5,323-58.1% | $7,189-69.0% | $7,234-69.1% |