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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 | $77,413 | $58,828+31.6% | $78,002-0.8% | $62,881+23.1% |
| Participation rate | 59.6% | 71.1%-11.5pp | 75.5%-16.0pp | 69.3%-9.7pp |
| Annual return | 2.74% | 17.16%-14.4pp | 425.99%-423.2pp | 20.14%-17.4pp |
| Employer contribution / active EE | $631 | $1,672-62.3% | $2,470-74.5% | $2,281-72.3% |
| Participant deferral / active EE | $3,278 | $2,686+22.1% | $3,497-6.2% | $3,203+2.4% |
| Admin fee / account holder | $13,337 | $4,393+203.6% | $5,481+143.3% | $4,296+210.5% |