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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 | $74,539 | $60,442+23.3% | $96,754-23.0% | $87,485-14.8% |
| Participation rate | 38.5% | 58.7%-20.2pp | 70.3%-31.8pp | 68.9%-30.5pp |
| Annual return | 11.04% | 21.97%-10.9pp | 82.04%-71.0pp | 26.06%-15.0pp |
| Employer contribution / active EE | $309 | $1,691-81.7% | $2,679-88.5% | $2,596-88.1% |
| Participant deferral / active EE | $1,794 | $3,280-45.3% | $4,758-62.3% | $4,274-58.0% |
| Admin fee / account holder | $527 | $5,069-89.6% | $8,905-94.1% | $7,775-93.2% |