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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 | $67,329 | $51,222+31.4% | $70,544-4.6% | $75,173-10.4% |
| Participation rate | 25.5% | 61.0%-35.5pp | 68.4%-42.9pp | 67.2%-41.7pp |
| Annual return | 7.67% | 30.06%-22.4pp | 32.79%-25.1pp | 160.72%-153.0pp |
| Employer contribution / active EE | $596 | $1,827-67.4% | $2,976-80.0% | $2,671-77.7% |
| Participant deferral / active EE | $1,942 | $2,850-31.9% | $4,568-57.5% | $4,126-52.9% |
| Admin fee / account holder | $2,585 | $4,096-36.9% | $6,427-59.8% | $5,651-54.2% |