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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 | $64,284 | $73,787-12.9% | $98,716-34.9% | $82,448-22.0% |
| Participation rate | 21.3% | 61.4%-40.1pp | 69.3%-48.0pp | 68.1%-46.8pp |
| Annual return | 10.43% | 18.57%-8.1pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $594 | $1,511-60.7% | $2,279-73.9% | $2,551-76.7% |
| Participant deferral / active EE | $1,253 | $3,081-59.3% | $4,048-69.0% | $4,139-69.7% |
| Admin fee / account holder | $7,869 | $6,500+21.1% | $8,703-9.6% | $7,234+8.8% |