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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 | $76,374 | $72,607+5.2% | $90,259-15.4% | $87,485-12.7% |
| Participation rate | 61.0% | 64.8%-3.8pp | 70.7%-9.8pp | 68.9%-8.0pp |
| Annual return | 7.14% | 18.59%-11.5pp | 18.88%-11.7pp | 26.06%-18.9pp |
| Employer contribution / active EE | $753 | $1,919-60.8% | $2,291-67.2% | $2,596-71.0% |
| Participant deferral / active EE | $2,056 | $3,055-32.7% | $3,827-46.3% | $4,274-51.9% |
| Admin fee / account holder | $13,856 | $5,947+133.0% | $7,267+90.7% | $7,775+78.2% |