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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 | $83,290 | $72,486+14.9% | $87,103-4.4% | $72,976+14.1% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 15.78% | 24.46%-8.7pp | 28.19%-12.4pp | 81.02%-65.2pp |
| Employer contribution / active EE | $577 | $1,894-69.5% | $2,521-77.1% | $2,440-76.4% |
| Participant deferral / active EE | $2,135 | $3,270-34.7% | $4,049-47.3% | $3,608-40.8% |
| Admin fee / account holder | $579 | $5,055-88.6% | $7,491-92.3% | $5,124-88.7% |