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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 | $71,223 | $60,442+17.8% | $96,754-26.4% | $87,485-18.6% |
| Participation rate | 24.4% | 58.7%-34.3pp | 70.3%-45.9pp | 68.9%-44.6pp |
| Annual return | 11.08% | 21.97%-10.9pp | 82.04%-71.0pp | 26.06%-15.0pp |
| Employer contribution / active EE | $353 | $1,691-79.1% | $2,679-86.8% | $2,596-86.4% |
| Participant deferral / active EE | $1,112 | $3,280-66.1% | $4,758-76.6% | $4,274-74.0% |
| Admin fee / account holder | $534 | $5,069-89.5% | $8,905-94.0% | $7,775-93.1% |