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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 | $73,086 | $63,809+14.5% | $81,353-10.2% | $80,935-9.7% |
| Participation rate | 50.7% | 63.9%-13.2pp | 69.5%-18.9pp | 67.7%-17.0pp |
| Annual return | 9.24% | 16.37%-7.1pp | 24.82%-15.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $879 | $1,981-55.6% | $2,464-64.3% | $2,757-68.1% |
| Participant deferral / active EE | $1,883 | $3,093-39.1% | $3,885-51.5% | $4,299-56.2% |
| Admin fee / account holder | $3,520 | $5,686-38.1% | $5,766-39.0% | $6,924-49.2% |