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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 | $46,336 | $36,140+28.2% | $73,658-37.1% | $64,340-28.0% |
| Participation rate | 16.2% | 31.0%-14.8pp | 57.0%-40.8pp | 55.2%-39.0pp |
| Annual return | 11.72% | 21.48%-9.8pp | 29.72%-18.0pp | 24.14%-12.4pp |
| Employer contribution / active EE | $165 | $443-62.7% | $1,032-84.0% | $1,862-91.1% |
| Participant deferral / active EE | $493 | $1,023-51.8% | $2,062-76.1% | $2,980-83.5% |
| Admin fee / account holder | $2,237 | $2,513-11.0% | $3,357-33.4% | $3,703-39.6% |