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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 | $76,824 | $78,520-2.2% | $96,576-20.5% | $82,448-6.8% |
| Participation rate | 56.9% | 77.7%-20.9pp | 81.4%-24.6pp | 68.1%-11.2pp |
| Annual return | 10.98% | 41.30%-30.3pp | 38.47%-27.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $617 | $2,630-76.5% | $3,553-82.6% | $2,551-75.8% |
| Participant deferral / active EE | $3,332 | $6,754-50.7% | $7,956-58.1% | $4,139-19.5% |
| Admin fee / account holder | $7,114 | $13,455-47.1% | $11,381-37.5% | $7,234-1.7% |