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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 | $66,489 | $43,075+54.4% | $74,577-10.8% | $62,881+5.7% |
| Participation rate | 65.5% | 58.1%+7.5pp | 68.1%-2.6pp | 69.3%-3.8pp |
| Annual return | 0.57% | 17.50%-16.9pp | 20.47%-19.9pp | 20.14%-19.6pp |
| Employer contribution / active EE | $923 | $1,498-38.4% | $2,525-63.5% | $2,281-59.5% |
| Participant deferral / active EE | $1,941 | $2,389-18.8% | $3,458-43.9% | $3,203-39.4% |
| Admin fee / account holder | $327 | $2,840-88.5% | $4,138-92.1% | $4,296-92.4% |