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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 | $70,336 | $51,466+36.7% | $78,778-10.7% | $62,293+12.9% |
| Participation rate | 43.0% | 59.8%-16.8pp | 69.2%-26.2pp | 69.5%-26.5pp |
| Annual return | 7.32% | 19.96%-12.6pp | 35.62%-28.3pp | 28.90%-21.6pp |
| Employer contribution / active EE | $388 | $827-53.1% | $1,986-80.5% | $2,042-81.0% |
| Participant deferral / active EE | $2,153 | $2,147+0.3% | $2,958-27.2% | $3,169-32.1% |
| Admin fee / account holder | $9,516 | $489+1844.6% | $5,134+85.4% | $479+1885.2% |