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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 | $63,111 | $43,075+46.5% | $74,577-15.4% | $62,881+0.4% |
| Participation rate | 31.4% | 58.1%-26.6pp | 68.1%-36.7pp | 69.3%-37.9pp |
| Annual return | 0.06% | 17.50%-17.4pp | 20.47%-20.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $761 | $1,498-49.2% | $2,525-69.9% | $2,281-66.6% |
| Participant deferral / active EE | $1,864 | $2,389-22.0% | $3,458-46.1% | $3,203-41.8% |
| Admin fee / account holder | $8,768 | $2,840+208.7% | $4,138+111.9% | $4,296+104.1% |