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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 | $64,459 | $55,713+15.7% | $75,901-15.1% | $72,975-11.7% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.3%-34.8pp | 69.5%-35.0pp |
| Annual return | 13.49% | 27.60%-14.1pp | 30.76%-17.3pp | 81.01%-67.5pp |
| Employer contribution / active EE | $340 | $1,687-79.9% | $2,501-86.4% | $2,440-86.1% |
| Participant deferral / active EE | $1,248 | $2,634-52.6% | $3,603-65.4% | $3,608-65.4% |
| Admin fee / account holder | $26,566 | $3,980+567.4% | $5,420+390.1% | $5,124+418.5% |