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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 | $70,529 | $49,025+43.9% | $87,502-19.4% | $62,881+12.2% |
| Participation rate | 44.8% | 64.9%-20.1pp | 73.8%-29.0pp | 69.3%-24.5pp |
| Annual return | 2.87% | 10.02%-7.2pp | 12.21%-9.3pp | 20.14%-17.3pp |
| Employer contribution / active EE | $238 | $1,372-82.6% | $2,550-90.7% | $2,281-89.6% |
| Participant deferral / active EE | $1,484 | $2,289-35.2% | $3,149-52.9% | $3,203-53.7% |
| Admin fee / account holder | $2,541 | $4,065-37.5% | $4,221-39.8% | $4,296-40.9% |