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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 | $66,397 | $36,948+79.7% | $73,658-9.9% | $87,485-24.1% |
| Participation rate | 43.8% | 46.8%-3.1pp | 57.0%-13.3pp | 68.9%-25.2pp |
| Annual return | 9.20% | 28.64%-19.4pp | 29.72%-20.5pp | 26.06%-16.9pp |
| Employer contribution / active EE | $220 | $670-67.2% | $1,032-78.7% | $2,596-91.5% |
| Participant deferral / active EE | $1,409 | $1,379+2.2% | $2,062-31.6% | $4,274-67.0% |
| Admin fee / account holder | $2,796 | $2,531+10.5% | $3,357-16.7% | $7,775-64.0% |