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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 | $66,368 | $46,534+42.6% | $64,097+3.5% | $75,177-11.7% |
| Participation rate | 39.8% | 65.9%-26.2pp | 72.3%-32.6pp | 67.2%-27.4pp |
| Annual return | 10.18% | 26.07%-15.9pp | 33.75%-23.6pp | 160.75%-150.6pp |
| Employer contribution / active EE | $514 | $1,976-74.0% | $2,750-81.3% | $2,671-80.7% |
| Participant deferral / active EE | $1,828 | $2,835-35.5% | $3,881-52.9% | $4,126-55.7% |
| Admin fee / account holder | $1,721 | $2,957-41.8% | $3,070-43.9% | $5,651-69.6% |