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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 | $73,274 | $65,367+12.1% | $92,915-21.1% | $72,976+0.4% |
| Participation rate | 49.2% | 68.3%-19.1pp | 76.0%-26.8pp | 69.5%-20.3pp |
| Annual return | 3.60% | 42.11%-38.5pp | 109.45%-105.8pp | 81.02%-77.4pp |
| Employer contribution / active EE | $1,126 | $2,594-56.6% | $3,653-69.2% | $2,440-53.9% |
| Participant deferral / active EE | $2,026 | $3,128-35.2% | $4,238-52.2% | $3,608-43.9% |
| Admin fee / account holder | $355 | $4,251-91.7% | $5,796-93.9% | $5,124-93.1% |