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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 | $77,368 | $49,255+57.1% | $70,494+9.8% | $79,856-3.1% |
| Participation rate | 66.1% | 69.2%-3.0pp | 75.1%-8.9pp | 69.6%-3.5pp |
| Annual return | 4.09% | 30.10%-26.0pp | 109.16%-105.1pp | 31.71%-27.6pp |
| Employer contribution / active EE | $711 | $2,100-66.1% | $2,738-74.0% | $2,471-71.2% |
| Participant deferral / active EE | $2,196 | $2,768-20.7% | $3,711-40.8% | $3,741-41.3% |
| Admin fee / account holder | $5,428 | $2,879+88.5% | $3,848+41.1% | $5,306+2.3% |