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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 | $77,505 | $59,839+29.5% | $81,988-5.5% | $79,858-2.9% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.3%-2.6pp | 69.6%-3.0pp |
| Annual return | 3.49% | 17.56%-14.1pp | 41.31%-37.8pp | 31.72%-28.2pp |
| Employer contribution / active EE | $839 | $1,713-51.0% | $2,498-66.4% | $2,471-66.1% |
| Participant deferral / active EE | $2,908 | $2,695+7.9% | $3,722-21.9% | $3,740-22.3% |
| Admin fee / account holder | $3,606 | $4,287-15.9% | $5,665-36.3% | $5,306-32.0% |