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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 | $73,150 | $71,215+2.7% | $93,696-21.9% | $80,935-9.6% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.1pp | 67.7%-41.0pp |
| Annual return | 6.47% | 11.27%-4.8pp | 133.74%-127.3pp | 35.66%-29.2pp |
| Employer contribution / active EE | $825 | $1,565-47.3% | $2,422-65.9% | $2,757-70.1% |
| Participant deferral / active EE | $2,272 | $4,037-43.7% | $4,417-48.6% | $4,299-47.2% |
| Admin fee / account holder | $8,101 | $6,958+16.4% | $8,287-2.2% | $6,924+17.0% |