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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 | $77,142 | $58,493+31.9% | $84,023-8.2% | $72,976+5.7% |
| Participation rate | 69.0% | 61.2%+7.7pp | 69.0%-0.1pp | 69.5%-0.5pp |
| Annual return | 10.84% | 28.93%-18.1pp | 71.32%-60.5pp | 81.02%-70.2pp |
| Employer contribution / active EE | $528 | $1,163-54.6% | $1,984-73.4% | $2,440-78.4% |
| Participant deferral / active EE | $1,618 | $2,394-32.4% | $3,239-50.0% | $3,608-55.1% |
| Admin fee / account holder | $2,589 | $4,569-43.3% | $6,102-57.6% | $5,124-49.5% |