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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 | $71,585 | $58,512+22.3% | $84,020-14.8% | $72,983-1.9% |
| Participation rate | 32.6% | 61.2%-28.7pp | 69.0%-36.5pp | 69.5%-36.9pp |
| Annual return | 13.43% | 28.93%-15.5pp | 71.31%-57.9pp | 81.01%-67.6pp |
| Employer contribution / active EE | $309 | $1,163-73.4% | $1,984-84.4% | $2,440-87.3% |
| Participant deferral / active EE | $1,070 | $2,394-55.3% | $3,239-67.0% | $3,608-70.3% |
| Admin fee / account holder | $5,400 | $4,569+18.2% | $6,101-11.5% | $5,124+5.4% |