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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 | $65,178 | $53,128+22.7% | $86,582-24.7% | $70,126-7.1% |
| Participation rate | 48.3% | 65.3%-17.0pp | 73.5%-25.3pp | 69.5%-21.3pp |
| Annual return | 10.00% | 27.66%-17.7pp | 965.08%-955.1pp | 73.15%-63.1pp |
| Employer contribution / active EE | $380 | $2,068-81.6% | $2,839-86.6% | $2,343-83.8% |
| Participant deferral / active EE | $3,176 | $2,695+17.9% | $3,609-12.0% | $3,332-4.7% |
| Admin fee / account holder | $460 | $3,584-87.2% | $4,904-90.6% | $4,645-90.1% |