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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 | $71,607 | $65,027+10.1% | $90,970-21.3% | $79,852-10.3% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.1pp |
| Annual return | 9.54% | 30.45%-20.9pp | 134.58%-125.0pp | 31.72%-22.2pp |
| Employer contribution / active EE | $282 | $1,247-77.4% | $2,122-86.7% | $2,471-88.6% |
| Participant deferral / active EE | $2,907 | $2,512+15.7% | $3,373-13.8% | $3,740-22.3% |
| Admin fee / account holder | $6,215 | $4,535+37.0% | $5,960+4.3% | $5,306+17.1% |