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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 | $77,219 | $57,590+34.1% | $86,233-10.5% | $82,448-6.3% |
| Participation rate | 25.5% | 57.9%-32.4pp | 69.0%-43.5pp | 68.1%-42.6pp |
| Annual return | 13.58% | 22.41%-8.8pp | 61.39%-47.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $692 | $1,655-58.2% | $2,504-72.4% | $2,551-72.9% |
| Participant deferral / active EE | $1,751 | $3,080-43.1% | $4,559-61.6% | $4,139-57.7% |
| Admin fee / account holder | $1,238 | $4,730-73.8% | $8,342-85.2% | $7,234-82.9% |