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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 | $48,118+38.0% | $136,833-51.5% | $94,015-29.4% |
| Participation rate | 43.8% | 47.4%-3.6pp | 59.0%-15.3pp | 70.8%-27.1pp |
| Annual return | 9.20% | 14.65%-5.4pp | 35.32%-26.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $220 | $821-73.2% | $1,319-83.3% | $2,790-92.1% |
| Participant deferral / active EE | $1,409 | $1,651-14.6% | $2,441-42.3% | $4,249-66.8% |
| Admin fee / account holder | $2,796 | $3,059-8.6% | $4,706-40.6% | $8,951-68.8% |