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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 | $67,465 | $54,757+23.2% | $90,304-25.3% | $72,975-7.6% |
| Participation rate | 34.7% | 65.2%-30.4pp | 73.3%-38.6pp | 69.5%-34.8pp |
| Annual return | 14.43% | 30.63%-16.2pp | 78.13%-63.7pp | 81.01%-66.6pp |
| Employer contribution / active EE | $297 | $2,093-85.8% | $2,855-89.6% | $2,440-87.8% |
| Participant deferral / active EE | $1,365 | $2,887-52.7% | $3,885-64.9% | $3,608-62.2% |
| Admin fee / account holder | $6,666 | $3,973+67.8% | $5,354+24.5% | $5,124+30.1% |