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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 | $66,724 | $51,642+29.2% | $129,384-48.4% | $80,935-17.6% |
| Participation rate | 42.9% | 56.9%-14.1pp | 69.6%-26.8pp | 67.7%-24.8pp |
| Annual return | 10.40% | 20.78%-10.4pp | 9461.77%-9451.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $441 | $1,583-72.1% | $4,153-89.4% | $2,757-84.0% |
| Participant deferral / active EE | $1,919 | $2,670-28.1% | $4,166-53.9% | $4,299-55.4% |
| Admin fee / account holder | $509 | $4,312-88.2% | $7,686-93.4% | $6,924-92.7% |