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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 | $74,893 | $47,848+56.5% | $81,473-8.1% | $70,126+6.8% |
| Participation rate | 27.0% | 58.3%-31.2pp | 68.0%-40.9pp | 69.5%-42.5pp |
| Annual return | 10.67% | 27.25%-16.6pp | 38.78%-28.1pp | 73.15%-62.5pp |
| Employer contribution / active EE | $599 | $1,527-60.8% | $2,568-76.7% | $2,343-74.4% |
| Participant deferral / active EE | $1,745 | $2,453-28.9% | $3,537-50.7% | $3,332-47.6% |
| Admin fee / account holder | $698 | $3,145-77.8% | $4,561-84.7% | $4,645-85.0% |