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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 | $55,961 | $37,446+49.4% | $77,552-27.8% | $79,856-29.9% |
| Participation rate | 39.7% | 41.5%-1.9pp | 54.2%-14.5pp | 69.6%-30.0pp |
| Annual return | 0.16% | 39.76%-39.6pp | 54.82%-54.7pp | 31.71%-31.5pp |
| Employer contribution / active EE | $217 | $637-66.0% | $987-78.0% | $2,471-91.2% |
| Participant deferral / active EE | $1,236 | $1,261-2.0% | $1,861-33.6% | $3,741-67.0% |
| Admin fee / account holder | $1,570 | $2,506-37.3% | $2,859-45.1% | $5,306-70.4% |