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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 | $63,361 | $43,075+47.1% | $74,577-15.0% | $62,881+0.8% |
| Participation rate | 31.4% | 58.1%-26.6pp | 68.1%-36.7pp | 69.3%-37.9pp |
| Annual return | 4.59% | 17.50%-12.9pp | 20.47%-15.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $660 | $1,498-55.9% | $2,525-73.9% | $2,281-71.1% |
| Participant deferral / active EE | $1,894 | $2,389-20.7% | $3,458-45.2% | $3,203-40.9% |
| Admin fee / account holder | $562 | $2,840-80.2% | $4,138-86.4% | $4,296-86.9% |