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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 | $57,757 | $37,156+55.4% | $83,854-31.1% | $86,983-33.6% |
| Participation rate | 30.8% | 49.1%-18.3pp | 59.1%-28.3pp | 69.5%-38.8pp |
| Annual return | 5.38% | 29.88%-24.5pp | 31.39%-26.0pp | 25.83%-20.5pp |
| Employer contribution / active EE | $526 | $661-20.5% | $1,017-48.3% | $2,584-79.7% |
| Participant deferral / active EE | $1,509 | $1,418+6.5% | $2,035-25.8% | $4,194-64.0% |
| Admin fee / account holder | $961 | $2,510-61.7% | $3,197-70.0% | $7,856-87.8% |