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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 | $62,247 | $48,364+28.7% | $71,796-13.3% | $62,881-1.0% |
| Participation rate | 32.4% | 60.6%-28.2pp | 69.1%-36.7pp | 69.3%-36.9pp |
| Annual return | 0.33% | 13.16%-12.8pp | 78.04%-77.7pp | 20.14%-19.8pp |
| Employer contribution / active EE | $604 | $1,042-42.0% | $1,924-68.6% | $2,281-73.5% |
| Participant deferral / active EE | $1,908 | $2,091-8.7% | $2,794-31.7% | $3,203-40.4% |
| Admin fee / account holder | $6,192 | $3,771+64.2% | $4,815+28.6% | $4,296+44.1% |