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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 | $71,300 | $45,312+57.4% | $86,233-17.3% | $67,986+4.9% |
| Participation rate | 35.5% | 42.4%-6.9pp | 69.0%-33.5pp | 57.2%-21.7pp |
| Annual return | 13.40% | 24.79%-11.4pp | 61.39%-48.0pp | 31.67%-18.3pp |
| Employer contribution / active EE | $787 | $1,160-32.1% | $2,504-68.6% | $2,019-61.0% |
| Participant deferral / active EE | $2,352 | $2,185+7.7% | $4,559-48.4% | $3,358-30.0% |
| Admin fee / account holder | $3,669 | $3,295+11.3% | $8,342-56.0% | $3,203+14.5% |