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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 | $81,822 | $57,057+43.4% | $85,009-3.7% | $80,874+1.2% |
| Participation rate | 32.4% | 56.4%-23.9pp | 67.5%-35.1pp | 67.6%-35.2pp |
| Annual return | 8.30% | 21.66%-13.4pp | 66.47%-58.2pp | 35.62%-27.3pp |
| Employer contribution / active EE | $668 | $1,799-62.8% | $2,728-75.5% | $2,756-75.7% |
| Participant deferral / active EE | $1,372 | $3,112-55.9% | $4,522-69.6% | $4,297-68.1% |
| Admin fee / account holder | $728 | $4,986-85.4% | $6,153-88.2% | $6,935-89.5% |