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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 | $69,484 | $59,267+17.2% | $96,575-28.1% | $79,393-12.5% |
| Participation rate | 39.8% | 61.9%-22.1pp | 69.8%-30.0pp | 70.7%-30.9pp |
| Annual return | 11.60% | 27.08%-15.5pp | 37.79%-26.2pp | 116.87%-105.3pp |
| Employer contribution / active EE | $902 | $1,216-25.8% | $2,357-61.7% | $2,428-62.8% |
| Participant deferral / active EE | $3,423 | $2,947+16.1% | $3,849-11.1% | $4,046-15.4% |
| Admin fee / account holder | $8,663 | $659+1215.0% | $6,182+40.1% | $627+1282.8% |