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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 | $75,967 | $45,082+68.5% | $69,464+9.4% | $72,975+4.1% |
| Participation rate | 62.1% | 68.5%-6.4pp | 74.6%-12.5pp | 69.5%-7.4pp |
| Annual return | 4.82% | 22.66%-17.8pp | 28.98%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $623 | $2,055-69.7% | $2,779-77.6% | $2,440-74.5% |
| Participant deferral / active EE | $1,909 | $2,604-26.7% | $3,536-46.0% | $3,608-47.1% |
| Admin fee / account holder | $2,224 | $3,057-27.2% | $3,840-42.1% | $5,124-56.6% |