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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 | $76,137 | $62,592+21.6% | $85,693-11.2% | $85,856-11.3% |
| Participation rate | 23.9% | 61.1%-37.2pp | 69.9%-45.9pp | 69.3%-45.4pp |
| Annual return | 6.22% | 23.77%-17.6pp | 21.49%-15.3pp | 318.58%-312.4pp |
| Employer contribution / active EE | $437 | $1,755-75.1% | $2,618-83.3% | $2,565-83.0% |
| Participant deferral / active EE | $1,802 | $2,802-35.7% | $3,923-54.1% | $3,952-54.4% |
| Admin fee / account holder | $4,843 | $4,643+4.3% | $6,874-29.5% | $6,261-22.6% |