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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 | $79,012 | $69,137+14.3% | $182,153-56.6% | $94,015-16.0% |
| Participation rate | 58.6% | 59.6%-1.0pp | 65.7%-7.1pp | 70.8%-12.2pp |
| Annual return | 11.05% | 21.34%-10.3pp | 35.04%-24.0pp | 17.84%-6.8pp |
| Employer contribution / active EE | $635 | $2,152-70.5% | $2,593-75.5% | $2,790-77.2% |
| Participant deferral / active EE | $1,827 | $2,665-31.4% | $3,776-51.6% | $4,249-57.0% |
| Admin fee / account holder | $433 | $11,615-96.3% | $9,477-95.4% | $8,951-95.2% |