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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 | $67,967 | $41,377+64.3% | $109,313-37.8% | $62,881+8.1% |
| Participation rate | 34.2% | 57.5%-23.3pp | 71.3%-37.1pp | 69.3%-35.1pp |
| Annual return | 4.76% | 11.05%-6.3pp | 22.07%-17.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $584 | $1,276-54.2% | $3,892-85.0% | $2,281-74.4% |
| Participant deferral / active EE | $962 | $2,045-53.0% | $3,166-69.6% | $3,203-70.0% |
| Admin fee / account holder | $9,127 | $2,884+216.5% | $5,666+61.1% | $4,296+112.5% |