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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 | $66,836 | $52,306+27.8% | $69,779-4.2% | $62,881+6.3% |
| Participation rate | 48.2% | 67.2%-19.0pp | 71.8%-23.6pp | 69.3%-21.1pp |
| Annual return | 4.29% | 13.35%-9.1pp | 12.99%-8.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $536 | $1,799-70.2% | $2,338-77.1% | $2,281-76.5% |
| Participant deferral / active EE | $2,461 | $2,395+2.8% | $2,931-16.0% | $3,203-23.2% |
| Admin fee / account holder | $2,457 | $3,691-33.4% | $4,381-43.9% | $4,296-42.8% |