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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 | $66,007 | $47,848+37.9% | $81,473-19.0% | $70,124-5.9% |
| Participation rate | 24.1% | 58.3%-34.1pp | 68.0%-43.8pp | 69.5%-45.4pp |
| Annual return | 8.90% | 27.25%-18.4pp | 38.78%-29.9pp | 73.14%-64.2pp |
| Employer contribution / active EE | $281 | $1,527-81.6% | $2,568-89.0% | $2,342-88.0% |
| Participant deferral / active EE | $1,421 | $2,453-42.1% | $3,537-59.8% | $3,332-57.4% |
| Admin fee / account holder | $418 | $3,145-86.7% | $4,561-90.8% | $4,645-91.0% |