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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 | $71,264 | $69,118+3.1% | $53,647+32.8% | $138,895-48.7% |
| Participation rate | 30.0% | 64.0%-34.0pp | 56.3%-26.3pp | 79.9%-49.9pp |
| Annual return | 4.56% | 248.26%-243.7pp | 358.33%-353.8pp | 145.39%-140.8pp |
| Employer contribution / active EE | $348 | $1,189-70.8% | $962-63.8% | $4,194-91.7% |
| Participant deferral / active EE | $1,469 | $2,274-35.4% | $1,813-19.0% | $6,396-77.0% |
| Admin fee / account holder | $393 | $2,724-85.6% | $2,460-84.0% | $12,562-96.9% |