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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 | $65,346 | $25,014+161.2% | $69,623-6.1% | $80,935-19.3% |
| Participation rate | 35.3% | 64.2%-28.9pp | 66.4%-31.1pp | 67.7%-32.4pp |
| Annual return | 0.68% | 19.08%-18.4pp | 101.23%-100.6pp | 35.66%-35.0pp |
| Employer contribution / active EE | $594 | $991-40.1% | $1,709-65.2% | $2,757-78.5% |
| Participant deferral / active EE | $1,496 | $1,840-18.7% | $2,890-48.2% | $4,299-65.2% |
| Admin fee / account holder | $14,889 | $2,491+497.7% | $4,696+217.1% | $6,924+115.0% |