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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 | $71,562 | $65,034+10.0% | $90,970-21.3% | $79,856-10.4% |
| Participation rate | 54.8% | 61.6%-6.8pp | 69.0%-14.2pp | 69.6%-14.8pp |
| Annual return | 7.46% | 30.45%-23.0pp | 134.60%-127.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $443 | $1,247-64.5% | $2,122-79.1% | $2,471-82.1% |
| Participant deferral / active EE | $2,002 | $2,512-20.3% | $3,373-40.6% | $3,741-46.5% |
| Admin fee / account holder | $3,625 | $4,536-20.1% | $5,961-39.2% | $5,306-31.7% |