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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 | $74,504 | $83,485-10.8% | $125,195-40.5% | $72,976+2.1% |
| Participation rate | 46.6% | 73.3%-26.7pp | 79.8%-33.2pp | 69.5%-22.9pp |
| Annual return | 4.46% | 25.77%-21.3pp | 43.79%-39.3pp | 81.02%-76.6pp |
| Employer contribution / active EE | $941 | $2,346-59.9% | $3,866-75.7% | $2,440-61.5% |
| Participant deferral / active EE | $2,208 | $3,586-38.4% | $4,937-55.3% | $3,608-38.8% |
| Admin fee / account holder | $1,387 | $5,518-74.9% | $9,704-85.7% | $5,124-72.9% |