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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 | $69,828 | $58,493+19.4% | $84,023-16.9% | $72,976-4.3% |
| Participation rate | 47.4% | 61.2%-13.8pp | 69.0%-21.6pp | 69.5%-22.1pp |
| Annual return | 15.51% | 28.93%-13.4pp | 71.32%-55.8pp | 81.02%-65.5pp |
| Employer contribution / active EE | $692 | $1,163-40.5% | $1,984-65.1% | $2,440-71.6% |
| Participant deferral / active EE | $1,931 | $2,394-19.4% | $3,239-40.4% | $3,608-46.5% |
| Admin fee / account holder | $2,809 | $4,569-38.5% | $6,102-54.0% | $5,124-45.2% |