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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 | $49,221 | $32,037+53.6% | $69,182-28.9% | $62,881-21.7% |
| Participation rate | 15.3% | 43.4%-28.1pp | 55.1%-39.8pp | 69.3%-54.0pp |
| Annual return | 3.40% | 15.16%-11.8pp | -21.93%+25.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $235 | $679-65.4% | $1,206-80.5% | $2,281-89.7% |
| Participant deferral / active EE | $382 | $1,185-67.7% | $1,897-79.8% | $3,203-88.1% |
| Admin fee / account holder | $605 | $2,608-76.8% | $2,697-77.6% | $4,296-85.9% |