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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 | $61,779 | $55,932+10.5% | $76,735-19.5% | $67,986-9.1% |
| Participation rate | 26.3% | 50.8%-24.5pp | 69.5%-43.2pp | 57.2%-30.9pp |
| Annual return | 11.57% | 23.10%-11.5pp | 29.77%-18.2pp | 31.67%-20.1pp |
| Employer contribution / active EE | $412 | $1,487-72.3% | $2,454-83.2% | $2,019-79.6% |
| Participant deferral / active EE | $1,609 | $2,558-37.1% | $4,088-60.7% | $3,358-52.1% |
| Admin fee / account holder | $1,759 | $4,907-64.1% | $7,189-75.5% | $3,203-45.1% |