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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 | $73,119 | $54,541+34.1% | $78,778-7.2% | $70,126+4.3% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.1pp |
| Annual return | 2.47% | 21.07%-18.6pp | 35.62%-33.1pp | 73.15%-70.7pp |
| Employer contribution / active EE | $685 | $1,089-37.1% | $1,986-65.5% | $2,343-70.8% |
| Participant deferral / active EE | $2,839 | $2,210+28.4% | $2,958-4.0% | $3,332-14.8% |
| Admin fee / account holder | $6,984 | $3,709+88.3% | $5,134+36.0% | $4,645+50.3% |