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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 | $83,589 | $37,156+125.0% | $83,854-0.3% | $86,983-3.9% |
| Participation rate | 29.7% | 49.1%-19.3pp | 59.1%-29.4pp | 69.5%-39.8pp |
| Annual return | 7.74% | 29.88%-22.1pp | 31.39%-23.6pp | 25.83%-18.1pp |
| Employer contribution / active EE | $295 | $661-55.3% | $1,017-71.0% | $2,584-88.6% |
| Participant deferral / active EE | $328 | $1,418-76.9% | $2,035-83.9% | $4,194-92.2% |
| Admin fee / account holder | $3,776 | $2,510+50.5% | $3,197+18.1% | $7,856-51.9% |