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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 | $60,217 | $93,064-35.3% | $74,577-19.3% | $273,972-78.0% |
| Participation rate | 46.7% | 74.9%-28.3pp | 68.1%-21.4pp | 83.0%-36.3pp |
| Annual return | 1.75% | 26.18%-24.4pp | 20.47%-18.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $483 | $3,160-84.7% | $2,525-80.9% | $4,869-90.1% |
| Participant deferral / active EE | $2,262 | $4,160-45.6% | $3,458-34.6% | $5,287-57.2% |
| Admin fee / account holder | $452 | $5,273-91.4% | $4,138-89.1% | $10,133-95.5% |