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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 | $64,713 | $45,266+43.0% | $103,693-37.6% | $65,306-0.9% |
| Participation rate | 37.2% | 53.3%-16.1pp | 72.6%-35.4pp | 57.7%-20.4pp |
| Annual return | 9.15% | 25.10%-15.9pp | 47.61%-38.5pp | 21.94%-12.8pp |
| Employer contribution / active EE | $448 | $1,765-74.6% | $2,920-84.6% | $1,967-77.2% |
| Participant deferral / active EE | $2,466 | $2,099+17.5% | $4,579-46.1% | $2,959-16.7% |
| Admin fee / account holder | $19,720 | $3,221+512.2% | $7,858+150.9% | $3,480+466.7% |