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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 | $45,314 | $37,446+21.0% | $77,513-41.5% | $79,852-43.3% |
| Participation rate | 36.5% | 41.5%-5.0pp | 54.2%-17.7pp | 69.6%-33.1pp |
| Annual return | 6.14% | 39.76%-33.6pp | 54.81%-48.7pp | 31.72%-25.6pp |
| Employer contribution / active EE | $192 | $637-69.9% | $987-80.6% | $2,471-92.2% |
| Participant deferral / active EE | $1,061 | $1,261-15.9% | $1,861-43.0% | $3,740-71.6% |
| Admin fee / account holder | $951 | $2,506-62.1% | $2,859-66.7% | $5,306-82.1% |