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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 | $65,054 | $53,774+21.0% | $134,162-51.5% | $79,852-18.5% |
| Participation rate | 13.3% | 58.8%-45.4pp | 72.2%-58.9pp | 69.6%-56.3pp |
| Annual return | 0.53% | 19.01%-18.5pp | 36.35%-35.8pp | 31.72%-31.2pp |
| Employer contribution / active EE | $311 | $1,322-76.4% | $3,705-91.6% | $2,471-87.4% |
| Participant deferral / active EE | $940 | $2,420-61.2% | $3,500-73.1% | $3,740-74.9% |
| Admin fee / account holder | $1,997 | $3,985-49.9% | $6,685-70.1% | $5,306-62.4% |