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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 | $62,395 | $49,791+25.3% | $78,210-20.2% | $70,126-11.0% |
| Participation rate | 50.0% | 62.3%-12.3pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 8.97% | 20.75%-11.8pp | 40.90%-31.9pp | 73.15%-64.2pp |
| Employer contribution / active EE | $377 | $1,430-73.6% | $2,034-81.5% | $2,343-83.9% |
| Participant deferral / active EE | $1,024 | $2,150-52.4% | $2,823-63.7% | $3,332-69.3% |
| Admin fee / account holder | $1,666 | $3,181-47.6% | $3,758-55.7% | $4,645-64.1% |