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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 | $70,349 | $37,446+87.9% | $77,513-9.2% | $79,852-11.9% |
| Participation rate | 20.7% | 41.5%-20.8pp | 54.2%-33.5pp | 69.6%-48.9pp |
| Annual return | 8.75% | 39.76%-31.0pp | 54.81%-46.1pp | 31.72%-23.0pp |
| Employer contribution / active EE | $564 | $637-11.5% | $987-42.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,648 | $1,261+30.7% | $1,861-11.4% | $3,740-55.9% |
| Admin fee / account holder | $772 | $2,506-69.2% | $2,859-73.0% | $5,306-85.5% |