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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 | $67,476 | $54,541+23.7% | $78,778-14.3% | $70,126-3.8% |
| Participation rate | 56.4% | 60.8%-4.4pp | 69.2%-12.8pp | 69.5%-13.2pp |
| Annual return | 10.90% | 21.07%-10.2pp | 35.62%-24.7pp | 73.15%-62.3pp |
| Employer contribution / active EE | $760 | $1,089-30.1% | $1,986-61.7% | $2,343-67.5% |
| Participant deferral / active EE | $1,069 | $2,210-51.7% | $2,958-63.9% | $3,332-67.9% |
| Admin fee / account holder | $1,205 | $3,709-67.5% | $5,134-76.5% | $4,645-74.1% |