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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 | $77,616 | $76,407+1.6% | $150,298-48.4% | $82,448-5.9% |
| Participation rate | 41.8% | 66.4%-24.6pp | 77.8%-35.9pp | 68.1%-26.2pp |
| Annual return | 12.83% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $939 | $2,614-64.1% | $4,154-77.4% | $2,551-63.2% |
| Participant deferral / active EE | $1,852 | $3,214-42.4% | $5,453-66.0% | $4,139-55.3% |
| Admin fee / account holder | $5,177 | $6,352-18.5% | $14,116-63.3% | $7,234-28.4% |