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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 | $65,742 | $55,889+17.6% | $76,119-13.6% | $80,935-18.8% |
| Participation rate | 30.9% | 62.1%-31.1pp | 69.1%-38.1pp | 67.7%-36.7pp |
| Annual return | 7.12% | 20.58%-13.5pp | 361.25%-354.1pp | 35.66%-28.5pp |
| Employer contribution / active EE | $840 | $1,866-55.0% | $2,693-68.8% | $2,757-69.5% |
| Participant deferral / active EE | $2,178 | $3,051-28.6% | $4,259-48.9% | $4,299-49.4% |
| Admin fee / account holder | $4,394 | $5,241-16.2% | $6,421-31.6% | $6,924-36.5% |