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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 | $73,246 | $63,845+14.7% | $81,370-10.0% | $80,959-9.5% |
| Participation rate | 65.4% | 63.9%+1.5pp | 69.5%-4.2pp | 67.7%-2.3pp |
| Annual return | 7.39% | 16.37%-9.0pp | 24.85%-17.5pp | 35.67%-28.3pp |
| Employer contribution / active EE | $804 | $1,980-59.4% | $2,464-67.4% | $2,757-70.8% |
| Participant deferral / active EE | $1,961 | $3,093-36.6% | $3,885-49.5% | $4,300-54.4% |
| Admin fee / account holder | $8,714 | $5,688+53.2% | $5,749+51.6% | $6,925+25.8% |