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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 | $44,257 | $37,446+18.2% | $77,513-42.9% | $79,852-44.6% |
| Participation rate | 21.6% | 41.5%-19.9pp | 54.2%-32.6pp | 69.6%-48.0pp |
| Annual return | 6.77% | 39.76%-33.0pp | 54.81%-48.0pp | 31.72%-24.9pp |
| Employer contribution / active EE | $298 | $637-53.2% | $987-69.8% | $2,471-87.9% |
| Participant deferral / active EE | $694 | $1,261-45.0% | $1,861-62.7% | $3,740-81.4% |
| Admin fee / account holder | $2,103 | $2,506-16.1% | $2,859-26.4% | $5,306-60.4% |