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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 | $73,803 | $57,541+28.3% | $95,759-22.9% | $75,177-1.8% |
| Participation rate | 40.0% | 62.5%-22.5pp | 72.3%-32.3pp | 67.2%-27.2pp |
| Annual return | 10.55% | 34.93%-24.4pp | 28.42%-17.9pp | 160.75%-150.2pp |
| Employer contribution / active EE | $902 | $1,808-50.1% | $2,836-68.2% | $2,671-66.2% |
| Participant deferral / active EE | $1,686 | $3,074-45.1% | $4,244-60.3% | $4,126-59.1% |
| Admin fee / account holder | $1,857 | $4,099-54.7% | $5,678-67.3% | $5,651-67.1% |