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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 | $73,928 | $58,099+27.2% | $76,872-3.8% | $75,173-1.7% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.6%-36.3pp | 67.2%-33.9pp |
| Annual return | 12.04% | 26.71%-14.7pp | 37.90%-25.9pp | 160.72%-148.7pp |
| Employer contribution / active EE | $666 | $1,996-66.6% | $2,533-73.7% | $2,671-75.1% |
| Participant deferral / active EE | $1,034 | $2,999-65.5% | $3,832-73.0% | $4,126-74.9% |
| Admin fee / account holder | $2,308 | $4,778-51.7% | $5,476-57.9% | $5,651-59.2% |