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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 | $74,844 | $72,273+3.6% | $101,275-26.1% | $79,856-6.3% |
| Participation rate | 44.1% | 68.5%-24.3pp | 75.8%-31.7pp | 69.6%-25.5pp |
| Annual return | 5.37% | 22.30%-16.9pp | 46.48%-41.1pp | 31.71%-26.3pp |
| Employer contribution / active EE | $705 | $2,691-73.8% | $3,660-80.7% | $2,471-71.5% |
| Participant deferral / active EE | $2,504 | $3,282-23.7% | $4,371-42.7% | $3,741-33.1% |
| Admin fee / account holder | $1,629 | $4,401-63.0% | $5,948-72.6% | $5,306-69.3% |