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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 | $73,057 | $58,099+25.7% | $76,872-5.0% | $75,173-2.8% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.6%-14.0pp | 67.2%-11.6pp |
| Annual return | 7.11% | 26.71%-19.6pp | 37.90%-30.8pp | 160.72%-153.6pp |
| Employer contribution / active EE | $534 | $1,996-73.2% | $2,533-78.9% | $2,671-80.0% |
| Participant deferral / active EE | $1,513 | $2,999-49.6% | $3,832-60.5% | $4,126-63.3% |
| Admin fee / account holder | $3,875 | $4,778-18.9% | $5,476-29.2% | $5,651-31.4% |