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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 | $71,420 | $37,156+92.2% | $83,854-14.8% | $86,983-17.9% |
| Participation rate | 24.1% | 49.1%-25.0pp | 59.1%-35.0pp | 69.5%-45.4pp |
| Annual return | 11.70% | 29.88%-18.2pp | 31.39%-19.7pp | 25.83%-14.1pp |
| Employer contribution / active EE | $390 | $661-41.0% | $1,017-61.7% | $2,584-84.9% |
| Participant deferral / active EE | $691 | $1,418-51.3% | $2,035-66.0% | $4,194-83.5% |
| Admin fee / account holder | $9,800 | $2,510+290.5% | $3,197+206.6% | $7,856+24.7% |