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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 | $81,159 | $71,208+14.0% | $93,681-13.4% | $80,911+0.3% |
| Participation rate | 46.1% | 60.4%-14.3pp | 68.7%-22.7pp | 67.6%-21.6pp |
| Annual return | 8.35% | 11.27%-2.9pp | 133.47%-125.1pp | 35.63%-27.3pp |
| Employer contribution / active EE | $874 | $1,564-44.1% | $2,422-63.9% | $2,756-68.3% |
| Participant deferral / active EE | $2,887 | $4,035-28.4% | $4,415-34.6% | $4,297-32.8% |
| Admin fee / account holder | $5,902 | $6,951-15.1% | $8,290-28.8% | $6,935-14.9% |