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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 | $77,513 | $52,580+47.4% | $71,671+8.2% | $70,126+10.5% |
| Participation rate | 60.8% | 60.9%-0.1pp | 68.7%-8.0pp | 69.5%-8.8pp |
| Annual return | 10.44% | 20.25%-9.8pp | 20.65%-10.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $921 | $1,616-43.0% | $2,460-62.6% | $2,343-60.7% |
| Participant deferral / active EE | $2,451 | $2,386+2.7% | $3,438-28.7% | $3,332-26.4% |
| Admin fee / account holder | $16,333 | $3,653+347.1% | $5,558+193.8% | $4,645+251.6% |