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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 | $78,291 | $76,834+1.9% | $108,359-27.7% | $87,485-10.5% |
| Participation rate | 25.5% | 61.7%-36.2pp | 70.1%-44.6pp | 68.9%-43.4pp |
| Annual return | 8.68% | 19.09%-10.4pp | 36.89%-28.2pp | 26.06%-17.4pp |
| Employer contribution / active EE | $340 | $1,556-78.1% | $2,399-85.8% | $2,596-86.9% |
| Participant deferral / active EE | $1,361 | $3,100-56.1% | $4,137-67.1% | $4,274-68.1% |
| Admin fee / account holder | $2,425 | $6,537-62.9% | $9,741-75.1% | $7,775-68.8% |