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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 | $73,482 | $60,349+21.8% | $74,184-0.9% | $62,881+16.9% |
| Participation rate | 38.7% | 72.7%-34.0pp | 76.6%-37.9pp | 69.3%-30.6pp |
| Annual return | 2.81% | 21.38%-18.6pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $385 | $1,680-77.1% | $2,370-83.8% | $2,281-83.1% |
| Participant deferral / active EE | $1,586 | $2,856-44.5% | $3,550-55.3% | $3,203-50.5% |
| Admin fee / account holder | $4,454 | $4,261+4.5% | $5,586-20.3% | $4,296+3.7% |