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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 | $69,739 | $51,202+36.2% | $70,548-1.1% | $75,181-7.2% |
| Participation rate | 30.6% | 61.0%-30.3pp | 68.3%-37.7pp | 67.2%-36.6pp |
| Annual return | 13.41% | 30.05%-16.6pp | 32.78%-19.4pp | 160.69%-147.3pp |
| Employer contribution / active EE | $764 | $1,827-58.2% | $2,975-74.3% | $2,671-71.4% |
| Participant deferral / active EE | $2,580 | $2,850-9.5% | $4,567-43.5% | $4,126-37.5% |
| Admin fee / account holder | $3,727 | $4,094-9.0% | $6,424-42.0% | $5,650-34.0% |