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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 | $64,218 | $56,063+14.5% | $76,051-15.6% | $80,911-20.6% |
| Participation rate | 20.0% | 62.0%-42.0pp | 69.1%-49.1pp | 67.6%-47.6pp |
| Annual return | 9.53% | 20.54%-11.0pp | 360.42%-350.9pp | 35.63%-26.1pp |
| Employer contribution / active EE | $672 | $1,874-64.2% | $2,690-75.0% | $2,756-75.6% |
| Participant deferral / active EE | $1,664 | $3,052-45.5% | $4,257-60.9% | $4,297-61.3% |
| Admin fee / account holder | $3,461 | $5,240-33.9% | $6,416-46.1% | $6,935-50.1% |