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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 | $75,729 | $57,061+32.7% | $85,063-11.0% | $80,911-6.4% |
| Participation rate | 36.1% | 56.3%-20.2pp | 67.5%-31.4pp | 67.6%-31.5pp |
| Annual return | 10.15% | 21.66%-11.5pp | 66.54%-56.4pp | 35.63%-25.5pp |
| Employer contribution / active EE | $375 | $1,799-79.1% | $2,727-86.2% | $2,756-86.4% |
| Participant deferral / active EE | $3,429 | $3,110+10.3% | $4,523-24.2% | $4,297-20.2% |
| Admin fee / account holder | $2,065 | $4,986-58.6% | $6,155-66.5% | $6,935-70.2% |