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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 | $76,249 | $56,894+34.0% | $84,753-10.0% | $62,881+21.3% |
| Participation rate | 63.3% | 68.5%-5.2pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 3.62% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.5pp |
| Employer contribution / active EE | $591 | $2,400-75.4% | $3,574-83.5% | $2,281-74.1% |
| Participant deferral / active EE | $1,906 | $2,709-29.7% | $3,712-48.7% | $3,203-40.5% |
| Admin fee / account holder | $35,909 | $3,581+902.8% | $5,333+573.3% | $4,296+735.9% |