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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 | $62,035 | $36,948+67.9% | $73,658-15.8% | $87,485-29.1% |
| Participation rate | 8.6% | 46.8%-38.2pp | 57.0%-48.5pp | 68.9%-60.4pp |
| Annual return | 12.46% | 28.64%-16.2pp | 29.72%-17.3pp | 26.06%-13.6pp |
| Employer contribution / active EE | $249 | $670-62.8% | $1,032-75.8% | $2,596-90.4% |
| Participant deferral / active EE | $711 | $1,379-48.4% | $2,062-65.5% | $4,274-83.4% |
| Admin fee / account holder | $1,638 | $2,531-35.3% | $3,357-51.2% | $7,775-78.9% |