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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 | $71,537 | $70,435+1.6% | $96,575-25.9% | $85,856-16.7% |
| Participation rate | 51.4% | 61.8%-10.4pp | 69.8%-18.4pp | 69.3%-17.9pp |
| Annual return | 7.18% | 18.59%-11.4pp | 37.79%-30.6pp | 318.58%-311.4pp |
| Employer contribution / active EE | $764 | $1,413-45.9% | $2,357-67.6% | $2,565-70.2% |
| Participant deferral / active EE | $3,121 | $2,894+7.8% | $3,849-18.9% | $3,952-21.0% |
| Admin fee / account holder | $4,811 | $4,997-3.7% | $6,182-22.2% | $6,261-23.2% |