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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 | $53,334 | $35,183+51.6% | $73,550-27.5% | $70,126-23.9% |
| Participation rate | 32.9% | 42.9%-10.0pp | 54.9%-22.0pp | 69.5%-36.6pp |
| Annual return | 9.73% | 26.90%-17.2pp | -15.16%+24.9pp | 73.15%-63.4pp |
| Employer contribution / active EE | $473 | $709-33.3% | $1,219-61.2% | $2,343-79.8% |
| Participant deferral / active EE | $861 | $1,220-29.4% | $1,804-52.3% | $3,332-74.2% |
| Admin fee / account holder | $1,644 | $2,302-28.6% | $2,320-29.1% | $4,645-64.6% |