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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 | $64,803 | $37,436+73.1% | $77,513-16.4% | $79,858-18.9% |
| Participation rate | 36.0% | 41.5%-5.5pp | 54.2%-18.2pp | 69.6%-33.6pp |
| Annual return | 8.68% | 39.75%-31.1pp | 54.81%-46.1pp | 31.72%-23.0pp |
| Employer contribution / active EE | $432 | $637-32.1% | $987-56.2% | $2,471-82.5% |
| Participant deferral / active EE | $1,073 | $1,261-14.9% | $1,861-42.3% | $3,740-71.3% |
| Admin fee / account holder | $3,987 | $2,505+59.1% | $2,859+39.4% | $5,306-24.9% |