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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 | $85,196 | $73,787+15.5% | $98,716-13.7% | $82,448+3.3% |
| Participation rate | 45.3% | 61.4%-16.1pp | 69.3%-24.0pp | 68.1%-22.8pp |
| Annual return | 11.67% | 18.57%-6.9pp | 31.81%-20.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $600 | $1,511-60.3% | $2,279-73.7% | $2,551-76.5% |
| Participant deferral / active EE | $1,535 | $3,081-50.2% | $4,048-62.1% | $4,139-62.9% |
| Admin fee / account holder | $2,652 | $6,500-59.2% | $8,703-69.5% | $7,234-63.3% |