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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 | $68,713 | $67,602+1.6% | $82,312-16.5% | $70,126-2.0% |
| Participation rate | 24.4% | 72.8%-48.3pp | 76.9%-52.4pp | 69.5%-45.1pp |
| Annual return | 10.33% | 21.57%-11.2pp | 25.88%-15.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $422 | $1,755-76.0% | $2,428-82.6% | $2,343-82.0% |
| Participant deferral / active EE | $2,655 | $2,987-11.1% | $3,706-28.4% | $3,332-20.3% |
| Admin fee / account holder | $3,406 | $4,512-24.5% | $5,608-39.3% | $4,645-26.7% |